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FormulaFolio Investments’s Cambria Global Value ETF GVAL Stock Holding History

FormulaFolio Investments’s Portfolio GVAL Stock Details GVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-71,582
Closed -$1.53M – 598
2020
Q4 		$1.53M Buy
+71,582
New +$1.35M 0.03% 278

Other funds holding GVAL

CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FormulaFolio Investments's GVAL Position: Q1 2021 in Review

FormulaFolio Investments sold out of Cambria Global Value ETF (GVAL) in Q1 2021, closing a stake of 71,582 shares — an estimated $1.53M sold.

FormulaFolio Investments first reported a position in GVAL in Q4 2020 and held it in 1 quarter. The position peaked at $1.53M in Q4 2020. 29 funds tracked by Wall St. Rank hold GVAL as of Q1 2021.

  • FormulaFolio Investments reported no remaining Cambria Global Value ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 71,582 Cambria Global Value ETF shares in Q1 2021, an estimated $1.53M.
  • FormulaFolio Investments first reported a position in Cambria Global Value ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's Cambria Global Value ETF position peaked at $1.53M in Q4 2020.
  • 29 funds tracked by Wall St. Rank held Cambria Global Value ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.