PCWA
CPTL

Pacific Capital Wealth Advisors’s Global X Funds Global X Morningstar Capital Allocation Leaders ETF CPTL Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio CPTL Stock Details CPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-20
Closed – – 132
2020
Q3 		$0 Buy
+20
New +$476 ﹤0.01% 210

Other funds holding CPTL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FANJ
Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Pacific Capital Wealth Advisors's CPTL Position: Q4 2020 in Review

Pacific Capital Wealth Advisors sold out of Global X Funds Global X Morningstar Capital Allocation Leaders ETF (CPTL) in Q4 2020, closing a stake of 20 shares.

Pacific Capital Wealth Advisors first reported a position in CPTL in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 32 funds tracked by Wall St. Rank hold CPTL as of Q4 2020.

  • Pacific Capital Wealth Advisors reported no remaining Global X Funds Global X Morningstar Capital Allocation Leaders ETF position as of Q4 2020 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 20 Global X Funds Global X Morningstar Capital Allocation Leaders ETF shares in Q4 2020.
  • Pacific Capital Wealth Advisors first reported a position in Global X Funds Global X Morningstar Capital Allocation Leaders ETF in Q3 2020 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Global X Funds Global X Morningstar Capital Allocation Leaders ETF position peaked at $0 in Q3 2020.
  • 32 funds tracked by Wall St. Rank held Global X Funds Global X Morningstar Capital Allocation Leaders ETF as of Q4 2020.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2020, filed 16 Feb 2021.