Parsons Capital Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Parsons Capital Management’s Portfolio SYLD Stock Details SYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-3,127	Closed	-$229K	–	455
2024 Q1	$229K	Sell	3,127 -385	-11%	-$26.4K	0.02%	410
2023 Q4	$237K	Buy	3,512 +60	+2%	+$3.74K	0.02%	397
2023 Q3	$214K	Buy	3,452 +54	+2%	+$3.38K	0.02%	401
2023 Q2	$208K	Sell	3,398 -220	-6%	-$12.7K	0.02%	415
2023 Q1	$212K	Buy	+3,618	New	+$224K	0.02%	400

Other funds holding SYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SAF

Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Parsons Capital Management's SYLD Position: Q2 2024 in Review

Parsons Capital Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q2 2024, closing a stake of 3,127 shares — an estimated $229K sold.

Parsons Capital Management first reported a position in SYLD in Q1 2023 and held it in 5 quarters. The position peaked at $237K in Q4 2023. 183 funds tracked by Wall St. Rank hold SYLD as of Q2 2024.

Parsons Capital Management reported no remaining Cambria Shareholder Yield ETF position as of Q2 2024 after selling out during the quarter.
Parsons Capital Management sold 3,127 Cambria Shareholder Yield ETF shares in Q2 2024, an estimated $229K.
Parsons Capital Management first reported a position in Cambria Shareholder Yield ETF in Q1 2023 and held it in 5 quarters.
Parsons Capital Management's Cambria Shareholder Yield ETF position peaked at $237K in Q4 2023.
183 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q2 2024.

Based on Parsons Capital Management's 13F filing for Q2 2024, filed 19 Jul 2024.