New Edge Advisors, LLC Sells in Q3 2024

New Edge Advisors, LLC

  • $15 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DRIV
Global X Fds Global X Autonomo

ETFs
-2.32K
- 13.58%
$20.59 - $25.46 $47.7K - $58.9K
14.7K $345K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-2.21K
- 16.58%
$46.17 - $51.13 $102K - $113K
11.1K $569K
DOX
Amdocs LTD

Technology
-1.24K
- 19.57%
$78.13 - $87.85 $96.6K - $109K
5.08K $444K
HDV
Ishares Core High Dividend ETF

ETFs
-2.96K
- 8.97%
$107.62 - $118.76 $318K - $351K
30K $3.53M
TELL
Tellurian Inc.

Energy
-322K
- 34.91%
$0.57 - $0.97 $184K - $313K
601K $582K
XPO
Xpo Logistics, Inc.

Industrials
-624
- 6.47%
$101.15 - $125.11 $63.1K - $78.1K
9.02K $969K
BHC
Bausch Health Companies Inc.

Healthcare
-7.64K
- 97.45%
$5.22 - $8.26 $39.9K - $63.1K
200 $1K
BIGZ
Black Rock Innovation & Growth Trust
-9.35K
- 16.5%
$6.75 - $7.61 $63.1K - $71.1K
47.3K $357K
GLQ
Clough Global Equity Fund

Financial Services
-7.4K
- 24.61%
$6.32 - $7.29 $46.8K - $54K
22.7K $157K
PEY
Invesco Exchange Traded Fd Tr

ETFs
-8.15K
- 14.63%
$19.4 - $21.93 $158K - $179K
47.6K $1.04M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-8.25K
- 11.42%
$25.45 - $29.53 $210K - $244K
64K $1.87M
BL
Blackline, Inc.

Technology
-1.04K
- 96.39%
$43.75 - $55.15 $45.5K - $57.4K
39 $2K
BOE
Black Rock Enhanced Global Dividend Trust

Financial Services
-6.71K
- 17.72%
$10.32 - $11.27 $69.3K - $75.6K
31.2K $351K
ETSY
Etsy Inc

Consumer Cyclical
-820
- 73.15%
$51.5 - $65.47 $42.2K - $53.7K
301 $16K
IBHG
Ishares Tr Ibonds 2027 Term Hi
-3.7K
- 6.23%
$21.89 - $22.6 $80.9K - $83.6K
55.7K $1.26M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-1.55K
- 9.63%
$49.77 - $51.95 $77K - $80.4K
14.5K $752K
MMMB
Mama Mancini'S Holdings, Inc.

Consumer Defensive
-12.3K
- 79.93%
N/A
3.09K $11K
PNFP
Pinnacle Financial Partners Inc

Financial Services
-886
- 38.16%
$76.97 - $100.56 $68.2K - $89.1K
1.44K $140K
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-1.31K
- 17.25%
$72.52 - $82.35 $94.8K - $108K
6.27K $512K
UPLD
Upland Software, Inc.

Technology
-18K
- 93.24%
$1.89 - $2.66 $34.1K - $48K
1.31K $3K
PCEF
Invesco Cef Income Composite E

ETFs
-4.15K
- 9.74%
$18.24 - $19.71 $75.7K - $81.8K
38.4K $757K
WOLF
Wolfspeed, Inc.

Technology
-1.82K
- 89.07%
$7.6 - $24.99 $13.8K - $45.4K
223 $2K
DHY
Credit Suisse High Yield Bond Fund

Financial Services
-34.9K
- 24.09%
$2.02 - $2.27 $70.5K - $79.2K
110K $249K
AES
Aes Corp

Utilities
-24.9K
- 13.63%
$16.18 - $20.07 $403K - $500K
158K $3.17M
CBSH
Commerce Bancshares Inc

Financial Services
-1.49K
- 11.66%
$55.02 - $65.08 $82K - $97K
11.3K $670K
SOXQ
Invesco ETF Tr Ii Invesco Phlx

ETFs
-662
- 9.52%
$34.84 - $46.54 $23.1K - $30.8K
6.29K $256K
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-1.8K
- 11.22%
$43.42 - $48.95 $77.9K - $87.9K
14.2K $692K
OLN
Olin Corp

Basic Materials
-932
- 30.1%
$40.38 - $50.21 $37.6K - $46.8K
2.16K $103K
NET
Cloudflare, Inc.

Technology
-392
- 8.15%
$74.4 - $86.96 $29.2K - $34.1K
4.42K $357K
IHE
Ishares Tr

ETFs
-816
- 21.29%
$65.61 - $72.86 $53.5K - $59.5K
3.02K $213K
JPSE
J P Morgan Diversified Return

ETFs
-3.75K
- 11.87%
$43.03 - $48.28 $161K - $181K
27.9K $1.34M
SAIA
Saia Inc

Industrials
-68
- 22.59%
$367.6 - $509.42 $25K - $34.6K
233 $101K
ADT
Adt Inc.

Industrials
-4.7K
- 27.34%
$6.87 - $7.9 $32.3K - $37.1K
12.5K $90K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
-4.98K
- 11.4%
$10.77 - $11.33 $53.6K - $56.4K
38.7K $432K
USXF
Ishares Esg Advanced Msci Usa

Technology
-1.14K
- 16.93%
$43.59 - $49.35 $49.8K - $56.4K
5.6K $275K
UPST
Upstart Holdings, Inc.

Financial Services
-2.1K
- 75.98%
$22.9 - $44.11 $48.1K - $92.6K
664 $26K
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-937
- 10.14%
$47.7 - $48.54 $44.7K - $45.5K
8.31K $403K
RNMC
First Tr Vi Mid Cap Us Equity

ETFs
-1.82K
- 15.18%
$31.54 - $34.82 $57.4K - $63.3K
10.2K $346K
AAL
American Airlines Group Inc.

Industrials
-2.94K
- 18.1%
$11.04 - $11.04 $32.5K - $32.5K
13.3K $147K
FSLY
Fastly, Inc.

Technology
-5K
- 93.44%
$5.63 - $8.21 $28.2K - $41.1K
351 $2K
IPI
Intrepid Potash, Inc.

Basic Materials
-1.7K
- 23.13%
$21.38 - $26.93 $36.3K - $45.8K
5.65K $135K
EZM
Wisdomtree U.S. Midcap Fund

ETFs
-1.29K
- 13.65%
$56.83 - $62.44 $73.4K - $80.7K
8.17K $509K
WPC
W. P. Carey Inc.

Real Estate
-1.68K
- 17.92%
$54.63 - $63.96 $91.9K - $108K
7.71K $480K
AXTI
Axt Inc

Technology
-5.22K
- 21.48%
$2.0 - $3.93 $10.4K - $20.5K
19.1K $46K
MIR
Mirion Technologies, Inc.

Industrials
-3.36K
- 71.72%
$9.45 - $11.78 $31.7K - $39.6K
1.32K $14K
NFG
National Fuel Gas CO

Energy
-1.45K
- 17.89%
$54.14 - $61.22 $78.3K - $88.6K
6.64K $402K
DNN
Denison Mines Corp.

Energy
-3.1K
- 1.69%
$1.44 - $2.28 $4.46K - $7.07K
181K $330K
RSF
River North Specialty Finance Corp

ETFs
-2.3K
- 10.95%
$14.98 - $15.44 $34.5K - $35.5K
18.7K $287K
THC
Tenet Healthcare Corp

Healthcare
-1.43K
- 23.39%
$129.27 - $168.03 $185K - $241K
4.69K $780K
Activity Summary
Buys All Purchases 1655 New Holdings 245 Increased Positions 1410 Sells All Sells 1277 Reductions 1276 Sold out 1 Options Calls 0 Puts 0
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