Brown Advisory
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Brown Advisory’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Brown Advisory’s Portfolio CDL Stock Details CDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,990
Closed -$211K – 1208
2022
Q3 		$211K Buy
+3,990
New +$235K ﹤0.01% 1056

Other funds holding CDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Brown Advisory's CDL Position: Q4 2022 in Review

Brown Advisory sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q4 2022, closing a stake of 3,990 shares — an estimated $211K sold.

Brown Advisory first reported a position in CDL in Q3 2022 and held it in 1 quarter. The position peaked at $211K in Q3 2022. 64 funds tracked by Wall St. Rank hold CDL as of Q4 2022.

  • Brown Advisory reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q4 2022 after selling out during the quarter.
  • Brown Advisory sold 3,990 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q4 2022, an estimated $211K.
  • Brown Advisory first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q3 2022 and held it in 1 quarter.
  • Brown Advisory's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $211K in Q3 2022.
  • 64 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q4 2022.

Based on Brown Advisory's 13F filing for Q4 2022, filed 13 Feb 2023.