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Frazier Financial Advisors’s Congress SMid Growth ETF CSMD Stock Holding History

Frazier Financial Advisors’s Portfolio CSMD Stock Details CSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-39
Closed -$1.17K – 702
2024
Q3 		$1.17K Hold
39
– – ﹤0.01% 745
2024
Q2 		$1.12K Hold
39
– – ﹤0.01% 849
2024
Q1 		$1.18K Hold
39
– – ﹤0.01% 793
2023
Q4 		$1.04K Buy
+39
New +$951 ﹤0.01% 757

Other funds holding CSMD

HFS
Hantz Financial Services Southfield, Michigan $6.56B AUM 16.11% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
GWM
Gibbs Wealth Management Alpharetta, Georgia $762M AUM 18.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CP
Clarendon Private Boston, Massachusetts $130M AUM 25.07% 1-Year Est. Return
FW
FullCircle Wealth Dallas, Texas $284M AUM 15.13% 1-Year Est. Return
DAS
Diversify Advisory Services Sandy, Utah $655M AUM 24.57% 1-Year Est. Return

Frazier Financial Advisors's CSMD Position: Q4 2024 in Review

Frazier Financial Advisors sold out of Congress SMid Growth ETF (CSMD) in Q4 2024, closing a stake of 39 shares — an estimated $1.17K sold.

Frazier Financial Advisors first reported a position in CSMD in Q4 2023 and held it in 4 quarters. The position peaked at $1.18K in Q1 2024. 21 funds tracked by Wall St. Rank hold CSMD as of Q4 2024.

  • Frazier Financial Advisors reported no remaining Congress SMid Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Frazier Financial Advisors sold 39 Congress SMid Growth ETF shares in Q4 2024, an estimated $1.17K.
  • Frazier Financial Advisors first reported a position in Congress SMid Growth ETF in Q4 2023 and held it in 4 quarters.
  • Frazier Financial Advisors's Congress SMid Growth ETF position peaked at $1.18K in Q1 2024.
  • 21 funds tracked by Wall St. Rank held Congress SMid Growth ETF as of Q4 2024.

Based on Frazier Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.