PPA
CFO icon

Parametric Portfolio Associates’s VictoryShares US 500 Enhanced Volatility Wtd ETF CFO Stock Holding History

Parametric Portfolio Associates’s Portfolio CFO Stock Details CFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,030
Closed -$216K – 3611
2021
Q2 		$216K Buy
+3,030
New +$213K ﹤0.01% 3377

Other funds holding CFO

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KFGK
Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Parametric Portfolio Associates's CFO Position: Q3 2021 in Review

Parametric Portfolio Associates sold out of VictoryShares US 500 Enhanced Volatility Wtd ETF (CFO) in Q3 2021, closing a stake of 3,030 shares — an estimated $216K sold.

Parametric Portfolio Associates first reported a position in CFO in Q2 2021 and held it in 1 quarter. The position peaked at $216K in Q2 2021. 62 funds tracked by Wall St. Rank hold CFO as of Q3 2021.

  • Parametric Portfolio Associates reported no remaining VictoryShares US 500 Enhanced Volatility Wtd ETF position as of Q3 2021 after selling out during the quarter.
  • Parametric Portfolio Associates sold 3,030 VictoryShares US 500 Enhanced Volatility Wtd ETF shares in Q3 2021, an estimated $216K.
  • Parametric Portfolio Associates first reported a position in VictoryShares US 500 Enhanced Volatility Wtd ETF in Q2 2021 and held it in 1 quarter.
  • Parametric Portfolio Associates's VictoryShares US 500 Enhanced Volatility Wtd ETF position peaked at $216K in Q2 2021.
  • 62 funds tracked by Wall St. Rank held VictoryShares US 500 Enhanced Volatility Wtd ETF as of Q3 2021.

Based on Parametric Portfolio Associates's 13F filing for Q3 2021, filed 15 Nov 2021.