Jim Simons’s VictoryShares US EQ Income Enhanced Volatility Wtd ETF CDC Stock Holding History

Jim Simons’s Portfolio CDC Stock Details CDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-47,000	Closed	-$2.66M	–	3740
2023 Q4	$2.66M	Buy	+47,000	New	+$2.63M	﹤0.01%	1765
2023 Q3	–	Sell	-22,900	Closed	-$1.32M	–	3703
2023 Q2	$1.32M	Buy	+22,900	New	+$1.35M	﹤0.01%	2283
2023 Q1	–	Sell	-5,800	Closed	-$360K	–	4004
2022 Q4	$360K	Buy	+5,800	New	+$362K	﹤0.01%	3140
2022 Q2	–	Sell	-41,500	Closed	-$2.98M	–	4246
2022 Q1	$2.98M	Buy	41,500 +27,300	+192%	+$1.91M	﹤0.01%	1923
2021 Q4	$988K	Buy	14,200 +8,000	+129%	+$538K	﹤0.01%	2648
2021 Q3	$399K	Buy	+6,200	New	+$406K	﹤0.01%	2974

Other funds holding CDC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jim Simons's CDC Position: Q1 2024 in Review

Jim Simons sold out of VictoryShares US EQ Income Enhanced Volatility Wtd ETF (CDC) in Q1 2024, closing a stake of 47,000 shares — an estimated $2.66M sold.

Jim Simons first reported a position in CDC in Q3 2021 and held it in 6 quarters. The position peaked at $2.98M in Q1 2022. 104 funds tracked by Wall St. Rank hold CDC as of Q1 2024.

Jim Simons reported no remaining VictoryShares US EQ Income Enhanced Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
Jim Simons sold 47,000 VictoryShares US EQ Income Enhanced Volatility Wtd ETF shares in Q1 2024, an estimated $2.66M.
Jim Simons first reported a position in VictoryShares US EQ Income Enhanced Volatility Wtd ETF in Q3 2021 and held it in 6 quarters.
Jim Simons's VictoryShares US EQ Income Enhanced Volatility Wtd ETF position peaked at $2.98M in Q1 2022.
104 funds tracked by Wall St. Rank held VictoryShares US EQ Income Enhanced Volatility Wtd ETF as of Q1 2024.

Based on Renaissance Technologies's 13F filing for Q1 2024, filed 13 May 2024.