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Contravisory Investment Management’s VictoryShares US Small Mid Cap Value Momentum ETF USVM Stock Holding History

Contravisory Investment Management’s Portfolio USVM Stock Details USVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-44
Closed -$3.24K – 388
2023
Q4 		$3.24K Buy
+44
New +$2.92K ﹤0.01% 343

Other funds holding USVM

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
EE
EWG Elevate Roseville, California $320M AUM 18.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Contravisory Investment Management's USVM Position: Q1 2024 in Review

Contravisory Investment Management sold out of VictoryShares US Small Mid Cap Value Momentum ETF (USVM) in Q1 2024, closing a stake of 44 shares — an estimated $3.24K sold.

Contravisory Investment Management first reported a position in USVM in Q4 2023 and held it in 1 quarter. The position peaked at $3.24K in Q4 2023. 16 funds tracked by Wall St. Rank hold USVM as of Q1 2024.

  • Contravisory Investment Management reported no remaining VictoryShares US Small Mid Cap Value Momentum ETF position as of Q1 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 44 VictoryShares US Small Mid Cap Value Momentum ETF shares in Q1 2024, an estimated $3.24K.
  • Contravisory Investment Management first reported a position in VictoryShares US Small Mid Cap Value Momentum ETF in Q4 2023 and held it in 1 quarter.
  • Contravisory Investment Management's VictoryShares US Small Mid Cap Value Momentum ETF position peaked at $3.24K in Q4 2023.
  • 16 funds tracked by Wall St. Rank held VictoryShares US Small Mid Cap Value Momentum ETF as of Q1 2024.

Based on Contravisory Investment Management's 13F filing for Q1 2024, filed 11 Apr 2024.