Covestor LTD Portfolio Holdings
Covestor LTD
- $160 Million
- Q3 2024
Covestor LTD has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $160 Million distributed in 2919 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $2.12M, Vanguard Total Stock Market Et with a value of $1.91M, Vanguard Ftse Developed Market with a value of $1.83M, Microsoft Corp with a value of $1.71M, and Apple Inc. with a value of $1.57M.
Examining the 13F form we can see an increase of $4.95M in the current position value, from $155M to 160M. Also it can be appreciated an additional of 127 stocks purchases and 8 closed positions.
Covestor LTD is based out at Boston, MA
Below you can find more details about Covestor LTD portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 2,919
- Current Value $160 Million
- Prior Value $155 Million
- Filing
- Period Q3 2024
- Filing Date November 01, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 127 stocks
- Additional Purchases 1,025 stocks
- Sold out of 8 stocks
- Reduced holdings in 1,264 stocks