NewEdge Advisors’s Servotronics SVT Stock Holding History

NewEdge Advisors’s Portfolio SVT Stock Details SVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-1,732	Closed	-$18.3K	–	4080
2022 Q4	$18.3K	Buy	+1,732	New	+$19.3K	﹤0.01%	2151

Other funds holding SVT

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

NewEdge Advisors's SVT Position: Q1 2023 in Review

NewEdge Advisors sold out of Servotronics (SVT) in Q1 2023, closing a stake of 1,732 shares — an estimated $18.3K sold.

NewEdge Advisors first reported a position in SVT in Q4 2022 and held it in 1 quarter. The position peaked at $18.3K in Q4 2022. 12 funds tracked by Wall St. Rank hold SVT as of Q1 2023.

NewEdge Advisors reported no remaining Servotronics position as of Q1 2023 after selling out during the quarter.
NewEdge Advisors sold 1,732 Servotronics shares in Q1 2023, an estimated $18.3K.
NewEdge Advisors first reported a position in Servotronics in Q4 2022 and held it in 1 quarter.
NewEdge Advisors's Servotronics position peaked at $18.3K in Q4 2022.
12 funds tracked by Wall St. Rank held Servotronics as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.