Back to WA Waverly Advisors, LLC

QAIQAI
3 quarters

Position history for WAWaverly Advisors, LLC's holdings in NEW YORK LIFE INVESTMENTS ET

Waverly Advisors, LLC holds 51,565 shares of QAI (NEW YORK LIFE INVESTMENTS ET), worth $1.9M as of 2026-Q2. The position was increased (+10.6% shares). QAI represents 0.0% of Waverly Advisors, LLC's portfolio.

Current Value

$1.9M

Current Shares

51,565

Total Value Change

+$543,696

Total Shares Change

+11,470

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
51,565
+10.6%
$1.9M0.0%$36.60
29
2026-Q1
Increased
46,608
+16.2%
$1.6M0.0%$34.45
30
2025-Q4
New
40,095
-
$1.3M0.0%$33.61
35

Other major holders of QAI: Tredje AP-fonden, MORGAN STANLEY

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used