Cary Street Partners Investment Advisory’s VictoryShares WestEnd US Sector ETF MODL Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio MODL Stock Details MODL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-10,404	Closed	-$410K	–	668
2024 Q3	$410K	Sell	10,404 -6,536	-39%	-$248K	0.02%	537
2024 Q2	$633K	Sell	16,940 -1,243	-7%	-$44.5K	0.03%	419
2024 Q1	$651K	Buy	18,183 +6,041	+50%	+$207K	0.03%	401
2023 Q4	$395K	Buy	+12,142	New	+$374K	0.02%	469

Other funds holding MODL

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

Cary Street Partners Investment Advisory's MODL Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of VictoryShares WestEnd US Sector ETF (MODL) in Q4 2024, closing a stake of 10,404 shares — an estimated $410K sold.

Cary Street Partners Investment Advisory first reported a position in MODL in Q4 2023 and held it in 4 quarters. The position peaked at $651K in Q1 2024. 40 funds tracked by Wall St. Rank hold MODL as of Q4 2024.

Cary Street Partners Investment Advisory reported no remaining VictoryShares WestEnd US Sector ETF position as of Q4 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 10,404 VictoryShares WestEnd US Sector ETF shares in Q4 2024, an estimated $410K.
Cary Street Partners Investment Advisory first reported a position in VictoryShares WestEnd US Sector ETF in Q4 2023 and held it in 4 quarters.
Cary Street Partners Investment Advisory's VictoryShares WestEnd US Sector ETF position peaked at $651K in Q1 2024.
40 funds tracked by Wall St. Rank held VictoryShares WestEnd US Sector ETF as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.