Newbridge Financial Services Group’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Newbridge Financial Services Group’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
2024 Q1	–	Sell	-204	Closed	-$15.2K	–	1192
2023 Q4	$15.2K	Sell	204 -15	-7%	-$1.05K	0.01%	651
2023 Q3	$14.9K	Hold	219	–	–	0.01%	713
2023 Q2	$15.6K	Hold	219	–	–	0.01%	769
2023 Q1	$15.1K	Sell	219 -24	-10%	-$1.66K	0.01%	806
2022 Q4	$16.5K	Sell	243 -37	-13%	-$2.48K	0.01%	790
2022 Q3	$17K	Hold	280	–	–	0.01%	735
2022 Q2	$18K	Hold	280	–	–	0.01%	682
2022 Q1	$21K	Hold	280	–	–	0.01%	714
2021 Q4	$22K	Buy	+280	New	+$21K	0.01%	693

Other funds holding CFA

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

RJFSA

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

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Newbridge Financial Services Group's CFA Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2024, closing a stake of 204 shares — an estimated $15.2K sold.

Newbridge Financial Services Group first reported a position in CFA in Q4 2021 and held it in 9 quarters. The position peaked at $22K in Q4 2021. 66 funds tracked by Wall St. Rank hold CFA as of Q1 2024.

Newbridge Financial Services Group reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 204 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2024, an estimated $15.2K.
Newbridge Financial Services Group first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2021 and held it in 9 quarters.
Newbridge Financial Services Group's VictoryShares US 500 Volatility Wtd ETF position peaked at $22K in Q4 2021.
66 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.