Covestor LTD Portfolio Holdings
Covestor LTD
- $155 Million
- Q2 2024
Covestor LTD has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $155 Million distributed in 2934 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $2.43M, Nvidia Corp with a value of $2.2M, Microsoft Corp with a value of $1.76M, Vanguard Total Stock Market Et with a value of $1.69M, and Vanguard Ftse Developed Market with a value of $1.53M.
Examining the 13F form we can see an decrease of $2.87M in the current position value, from $157M to 155M. Also it can be appreciated an additional of 108 stocks purchases and 4 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 $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 2,934
- Current Value $155 Million
- Prior Value $157 Million
- Filing
- Period Q2 2024
- Filing Date August 09, 2024
- Form Type 13F-HR
- Activity in Q2 2024
- New Purchases 108 stocks
- Additional Purchases 1,195 stocks
- Sold out of 4 stocks
- Reduced holdings in 1,030 stocks