Baron Silver Stevens Financial Advisors’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio CAOS Stock Details CAOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,517	Closed	-$204K	–	107
2023 Q2	$204K	Buy	+2,517	New	+$198K	0.04%	109

Other funds holding CAOS

Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's CAOS Position: Q3 2023 in Review

Baron Silver Stevens Financial Advisors sold out of Alpha Architect Tail Risk ETF (CAOS) in Q3 2023, closing a stake of 2,517 shares — an estimated $204K sold.

Baron Silver Stevens Financial Advisors first reported a position in CAOS in Q2 2023 and held it in 1 quarter. The position peaked at $204K in Q2 2023. 3 funds tracked by Wall St. Rank hold CAOS as of Q3 2023.

Baron Silver Stevens Financial Advisors reported no remaining Alpha Architect Tail Risk ETF position as of Q3 2023 after selling out during the quarter.
Baron Silver Stevens Financial Advisors sold 2,517 Alpha Architect Tail Risk ETF shares in Q3 2023, an estimated $204K.
Baron Silver Stevens Financial Advisors first reported a position in Alpha Architect Tail Risk ETF in Q2 2023 and held it in 1 quarter.
Baron Silver Stevens Financial Advisors's Alpha Architect Tail Risk ETF position peaked at $204K in Q2 2023.
3 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q3 2023.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.