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Richard W. Lowrie

@Park Edge Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$349.999MTotal holdings139
Assets growth rate6.96%Assets growth rate (2-Q avg)-0.87%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Park Edge Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Park Edge Advisors, Llc 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 349.999M in assets, with a quarterly growth rate of 6.96% and a 2-quarter average growth rate of -0.87%. The portfolio is managed by Richard W. Lowrie, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VBRVanguard Index Fds
Recent Activity
Increased 0.17%
0.11%
$371,151
1,849 shares@ $200.74 avg price
MSMorgan Stanley
Recent Activity
Increased 0.74%
0.09%
$313,854
3,011 shares@ $104.24 avg price
VXFVanguard Index Fds
Recent Activity
Increased 0.21%
0.08%
$267,893
1,472 shares@ $182.0 avg price
BXBlackstone Inc
Recent Activity
Increased 0.12%
0.08%
$265,179
1,732 shares@ $153.11 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 0.27%
0.07%
$228,800
1,155 shares@ $198.1 avg price
AXTIAxt Inc
Recent Activity
Increased 5.94%
0.04%
$120,879
49,950 shares@ $2.42 avg price