Ownership history in NewEdge Advisors, LLC Β· 12 quarters on record
This page tracks every 13F SEC filing in which NewEdge Advisors, LLC reported a position in BANDWIDTH INC (BAND). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π NewEdge Advisors, LLC underperformed the S&P 500 by β12.5% annually on this BAND position. Timing score: 100% (3/3 decisions correct). Average cost basis: $16.88. Maximum drawdown during holding period: β28.3%.
β Significantly underperformed the S&P 500 by 12.5% ann.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct
Best entry: $16.88 (2024 Q2) Β· Worst: $16.88 (2024 Q2)
πͺ Held through 2 major drawdowns (>20%).
2 adds Β· 2 trims. Bought during 1 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size