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Central Bank & Trust’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Central Bank & Trust’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-100
Closed -$8K – 275
2020
Q3 		$8K Buy
+100
New +$7.62K ﹤0.01% 262

Other funds holding AIVL

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return

Central Bank & Trust's AIVL Position: Q4 2020 in Review

Central Bank & Trust sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q4 2020, closing a stake of 100 shares — an estimated $8K sold.

Central Bank & Trust first reported a position in AIVL in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 130 funds tracked by Wall St. Rank hold AIVL as of Q4 2020.

  • Central Bank & Trust reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q4 2020 after selling out during the quarter.
  • Central Bank & Trust sold 100 WisdomTree US AI Enhanced Value Fund shares in Q4 2020, an estimated $8K.
  • Central Bank & Trust first reported a position in WisdomTree US AI Enhanced Value Fund in Q3 2020 and held it in 1 quarter.
  • Central Bank & Trust's WisdomTree US AI Enhanced Value Fund position peaked at $8K in Q3 2020.
  • 130 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2020.

Based on Central Bank & Trust's 13F filing for Q4 2020, filed 12 Jan 2021.