Cedar Wealth Management’s Northern Trust Ultra-Short Fixed Income ETF RAVI Stock Holding History

Cedar Wealth Management’s Portfolio RAVI Stock Details RAVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-73	Closed	-$6K	–	372
2021 Q3	$6K	Hold	73	–	–	﹤0.01%	245
2021 Q2	$6K	Hold	73	–	–	﹤0.01%	248
2021 Q1	$6K	Hold	73	–	–	﹤0.01%	222
2020 Q4	$6K	Buy	73 +1	+1%	+$76	﹤0.01%	208
2020 Q3	$6K	Hold	72	–	–	﹤0.01%	200
2020 Q2	$6K	Hold	72	–	–	﹤0.01%	197
2020 Q1	$5K	Sell	72 -4,375	-98%	-$330K	﹤0.01%	213
2019 Q4	$337K	Buy	4,447 +1	+0%	+$76	0.2%	54
2019 Q3	$337K	Hold	4,446	–	–	0.23%	46
2019 Q2	$337K	Buy	4,446 +1	+0%	+$76	0.22%	36
2019 Q1	$336K	Hold	4,445	–	–	0.21%	37
2018 Q4	$334K	Hold	4,445	–	–	0.24%	36
2018 Q3	$336K	Buy	+4,445	New	+$335K	0.18%	42

Other funds holding RAVI

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM LLC Albany, New York $773M AUM 28.11% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LFA

Landmark Financial Advisors Bowling Green, Kentucky $278M AUM 11.67% 1-Year Est. Return

BCM

Boltwood Capital Management Walnut Creek, California $436M AUM 24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cedar Wealth Management's RAVI Position: Q4 2021 in Review

Cedar Wealth Management sold out of Northern Trust Ultra-Short Fixed Income ETF (RAVI) in Q4 2021, closing a stake of 73 shares — an estimated $6K sold.

Cedar Wealth Management first reported a position in RAVI in Q3 2018 and held it in 13 quarters. The position peaked at $337K in Q4 2019. 53 funds tracked by Wall St. Rank hold RAVI as of Q4 2021.

Cedar Wealth Management reported no remaining Northern Trust Ultra-Short Fixed Income ETF position as of Q4 2021 after selling out during the quarter.
Cedar Wealth Management sold 73 Northern Trust Ultra-Short Fixed Income ETF shares in Q4 2021, an estimated $6K.
Cedar Wealth Management first reported a position in Northern Trust Ultra-Short Fixed Income ETF in Q3 2018 and held it in 13 quarters.
Cedar Wealth Management's Northern Trust Ultra-Short Fixed Income ETF position peaked at $337K in Q4 2019.
53 funds tracked by Wall St. Rank held Northern Trust Ultra-Short Fixed Income ETF as of Q4 2021.

Based on Cedar Wealth Management's 13F filing for Q4 2021, filed 11 Feb 2022.