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Northwest Capital Management’s Cambria Global Asset Allocation ETF GAA Stock Holding History

Northwest Capital Management’s Portfolio GAA Stock Details GAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-200
Closed -$5.26K – 574
2023
Q3 		$5.26K Hold
200
– – ﹤0.01% 421
2023
Q2 		$5.41K Buy
+200
New +$5.36K ﹤0.01% 426

Other funds holding GAA

AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
VWA
Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
IA
IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Northwest Capital Management's GAA Position: Q4 2023 in Review

Northwest Capital Management sold out of Cambria Global Asset Allocation ETF (GAA) in Q4 2023, closing a stake of 200 shares — an estimated $5.26K sold.

Northwest Capital Management first reported a position in GAA in Q2 2023 and held it in 2 quarters. The position peaked at $5.41K in Q2 2023. 22 funds tracked by Wall St. Rank hold GAA as of Q4 2023.

  • Northwest Capital Management reported no remaining Cambria Global Asset Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • Northwest Capital Management sold 200 Cambria Global Asset Allocation ETF shares in Q4 2023, an estimated $5.26K.
  • Northwest Capital Management first reported a position in Cambria Global Asset Allocation ETF in Q2 2023 and held it in 2 quarters.
  • Northwest Capital Management's Cambria Global Asset Allocation ETF position peaked at $5.41K in Q2 2023.
  • 22 funds tracked by Wall St. Rank held Cambria Global Asset Allocation ETF as of Q4 2023.

Based on Northwest Capital Management's 13F filing for Q4 2023, filed 1 Feb 2024.