AssetMark Inc
CFA icon

AssetMark Inc’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

AssetMark Inc’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-150
Closed -$7K – 1364
2018
Q4 		$7K Buy
+150
New +$7.15K ﹤0.01% 1052

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UBS Group
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Victory Capital Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc's CFA Position: Q1 2019 in Review

AssetMark Inc sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2019, closing a stake of 150 shares — an estimated $7K sold.

AssetMark Inc first reported a position in CFA in Q4 2018 and held it in 1 quarter. The position peaked at $7K in Q4 2018. 52 funds tracked by Wall St. Rank hold CFA as of Q1 2019.

  • AssetMark Inc reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2019 after selling out during the quarter.
  • AssetMark Inc sold 150 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2019, an estimated $7K.
  • AssetMark Inc first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2018 and held it in 1 quarter.
  • AssetMark Inc's VictoryShares US 500 Volatility Wtd ETF position peaked at $7K in Q4 2018.
  • 52 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2019.

Based on AssetMark Inc's 13F filing for Q1 2019, filed 14 May 2019.