Pacific Capital Wealth Advisors’s iPath Series B S&P 500 VIX Short-Term Futures ETN VXX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-13,743
Closed -$6.12M 92
2021
Q3
$6.12M Buy
13,743
+3,595
+35% +$1.61M 1.94% 15
2021
Q2
$4.78M Buy
+10,148
New +$6.05M 2.41% 14

Other funds holding VXX

Pacific Capital Wealth Advisors's VXX Position: Q4 2021 in Review

Pacific Capital Wealth Advisors sold out of iPath Series B S&P 500 VIX Short-Term Futures ETN (VXX) in Q4 2021, closing a stake of 13,743 shares — an estimated $6.12M sold.

Pacific Capital Wealth Advisors first reported a position in VXX in Q2 2021 and held it in 2 quarters. The position peaked at $6.12M in Q3 2021. 94 funds tracked by Wall St. Rank hold VXX as of Q4 2021.

  • Pacific Capital Wealth Advisors reported no remaining iPath Series B S&P 500 VIX Short-Term Futures ETN position as of Q4 2021 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 13,743 iPath Series B S&P 500 VIX Short-Term Futures ETN shares in Q4 2021, an estimated $6.12M.
  • Pacific Capital Wealth Advisors first reported a position in iPath Series B S&P 500 VIX Short-Term Futures ETN in Q2 2021 and held it in 2 quarters.
  • Pacific Capital Wealth Advisors's iPath Series B S&P 500 VIX Short-Term Futures ETN position peaked at $6.12M in Q3 2021.
  • 94 funds tracked by Wall St. Rank held iPath Series B S&P 500 VIX Short-Term Futures ETN as of Q4 2021.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2021, filed 8 Mar 2022.