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Laurel Wealth Advisors (North Carolina)’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-316
Closed -$20K – 661
2020
Q4 		$20K Hold
316
– – 0.01% 343
2020
Q3 		$17K Buy
+316
New +$17K 0.01% 327

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s CFA Position: Q1 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2021, closing a stake of 316 shares — an estimated $20K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in CFA in Q3 2020 and held it in 2 quarters. The position peaked at $20K in Q4 2020. 66 funds tracked by Wall St. Rank hold CFA as of Q1 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 316 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2021, an estimated $20K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2020 and held it in 2 quarters.
  • Laurel Wealth Advisors (North Carolina)'s VictoryShares US 500 Volatility Wtd ETF position peaked at $20K in Q4 2020.
  • 66 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2021, filed 4 May 2021.