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Ana-Maria Ignat

@Covestor Ltd

Latest period2024 - Q3ReportedManaged Assets$159.529MTotal holdings2831
Assets growth rate3.21%Assets growth rate (2-Q avg)0.69%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Covestor Ltd's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2831 positions.

Assets under management

The assets under management (AUM) of Covestor Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 159.529M in assets, with a quarterly growth rate of 3.21% and a 2-quarter average growth rate of 0.69%. The portfolio is managed by Ana-Maria Ignat, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPXLDirexion Dly S&p 500 Bull 3x
Recent Activity
Increased 31.55%
0.59%
$926,000
5,650 shares@ $163.9 avg price
VYMVanguard High Dvd Yield Etf
Recent Activity
Increased 7.55%
0.58%
$921,000
7,182 shares@ $128.24 avg price
KDKyndryl Holdings Inc
Recent Activity
Decreased -0.06%
0.57%
$904,000
39,331 shares@ $22.99 avg price
BRK.BBerkshire Hathaway Inc-cl B
Recent Activity
Decreased -7.11%
0.54%
$854,000
1,854 shares@ $460.63 avg price
CORZCore Scientific Inc
Recent Activity
Increased 52.32%
0.52%
$815,000
68,749 shares@ $11.86 avg price
NOWServicenow Inc
Recent Activity
Increased 91.36%
0.46%
$733,000
819 shares@ $895.0 avg price
GOOGLAlphabet Inc-cl A
Recent Activity
Decreased -24.88%
0.46%
$729,000
4,401 shares@ $165.65 avg price
DXCDxc Technology Co
Recent Activity
Increased 1.47%
0.44%
$697,000
33,606 shares@ $20.75 avg price
CNXCConcentrix Corp
Recent Activity
Increased 233.27%
0.44%
$694,000
13,554 shares@ $51.21 avg price
OSKOshkosh Corp
Recent Activity
Increased 18.38%
0.38%
$603,000
6,011 shares@ $100.32 avg price