HF
SYLD icon

Halpern Financial’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Halpern Financial’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-163
Closed -$11.1K – 245
2024
Q2 		$11.1K Buy
+163
New +$11.4K ﹤0.01% 153

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

Halpern Financial's SYLD Position: Q3 2024 in Review

Halpern Financial sold out of Cambria Shareholder Yield ETF (SYLD) in Q3 2024, closing a stake of 163 shares — an estimated $11.1K sold.

Halpern Financial first reported a position in SYLD in Q2 2024 and held it in 1 quarter. The position peaked at $11.1K in Q2 2024. 187 funds tracked by Wall St. Rank hold SYLD as of Q3 2024.

  • Halpern Financial reported no remaining Cambria Shareholder Yield ETF position as of Q3 2024 after selling out during the quarter.
  • Halpern Financial sold 163 Cambria Shareholder Yield ETF shares in Q3 2024, an estimated $11.1K.
  • Halpern Financial first reported a position in Cambria Shareholder Yield ETF in Q2 2024 and held it in 1 quarter.
  • Halpern Financial's Cambria Shareholder Yield ETF position peaked at $11.1K in Q2 2024.
  • 187 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.