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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
CNQCanadian Natural Resources
Recent Activity
Decreased -0.52%
0.22%
$337,000
10,140 shares@ $33.24 avg price
VVisa Inc-class A Shares
Recent Activity
Increased 4.64%
0.22%
$336,000
1,220 shares@ $275.41 avg price
ZMZoom Video Communications-a
Recent Activity
Increased 25.67%
0.21%
$332,000
4,769 shares@ $69.62 avg price
TRCTejon Ranch Co
Recent Activity
Decreased -0.87%
0.21%
$332,000
18,946 shares@ $17.53 avg price
TSLATesla Inc
Recent Activity
Decreased -23.87%
0.21%
$331,000
1,266 shares@ $261.46 avg price
CTSHCognizant Tech Solutions-a
Recent Activity
Decreased -3.64%
0.21%
$328,000
4,250 shares@ $77.18 avg price
BMYBristol-myers Squibb Co
Recent Activity
Decreased -0.36%
0.21%
$327,000
6,318 shares@ $51.76 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Decreased -3.11%
0.2%
$318,000
684 shares@ $464.92 avg price
ALKSAlkermes Plc
Recent Activity
Increased 0.82%
0.2%
$316,000
11,273 shares@ $28.04 avg price
CALMCal-maine Foods Inc
Recent Activity
Decreased -20.09%
0.2%
$316,000
4,218 shares@ $74.92 avg price