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Golden State Equity Partners’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Golden State Equity Partners’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-14,800
Closed -$1.05M – 193
2021
Q3 		$1.05M Sell
14,800
-96
-0.6% -$7.01K 0.43% 55
2021
Q2 		$1.06M Buy
+14,896
New +$1.05M 0.41% 61

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Golden State Equity Partners's CFA Position: Q4 2021 in Review

Golden State Equity Partners sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q4 2021, closing a stake of 14,800 shares — an estimated $1.05M sold.

Golden State Equity Partners first reported a position in CFA in Q2 2021 and held it in 2 quarters. The position peaked at $1.06M in Q2 2021. 64 funds tracked by Wall St. Rank hold CFA as of Q4 2021.

  • Golden State Equity Partners reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q4 2021 after selling out during the quarter.
  • Golden State Equity Partners sold 14,800 VictoryShares US 500 Volatility Wtd ETF shares in Q4 2021, an estimated $1.05M.
  • Golden State Equity Partners first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2021 and held it in 2 quarters.
  • Golden State Equity Partners's VictoryShares US 500 Volatility Wtd ETF position peaked at $1.06M in Q2 2021.
  • 64 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q4 2021.

Based on Golden State Equity Partners's 13F filing for Q4 2021, filed 11 Feb 2022.