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North Star Investment Management’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

North Star Investment Management’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
2020
Q2 		– Sell
-424
Closed -$18K – 978
2020
Q1 		$18K Hold
424
– – ﹤0.01% 650
2019
Q4 		$24K Hold
424
– – ﹤0.01% 685
2019
Q3 		$22K Buy
+424
New +$22.3K ﹤0.01% 692

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

North Star Investment Management's CFA Position: Q2 2020 in Review

North Star Investment Management sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2020, closing a stake of 424 shares — an estimated $18K sold.

North Star Investment Management first reported a position in CFA in Q3 2019 and held it in 3 quarters. The position peaked at $24K in Q4 2019. 58 funds tracked by Wall St. Rank hold CFA as of Q2 2020.

  • North Star Investment Management reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2020 after selling out during the quarter.
  • North Star Investment Management sold 424 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2020, an estimated $18K.
  • North Star Investment Management first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q3 2019 and held it in 3 quarters.
  • North Star Investment Management's VictoryShares US 500 Volatility Wtd ETF position peaked at $24K in Q4 2019.
  • 58 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2020.

Based on North Star Investment Management's 13F filing for Q2 2020, filed 16 Jul 2020.