Patriot Financial Group Insurance Agency’s VictoryShares International High Div Volatility Wtd ETF CID Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio CID Stock Details CID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-153	Closed	-$3K	–	1923
2020 Q1	$3K	Buy	153 +1	+0.7%	+$30	﹤0.01%	1267
2019 Q4	$5K	Sell	152 -549	-78%	-$18K	﹤0.01%	994
2019 Q3	$22K	Sell	701 -712	-50%	-$22.4K	0.01%	628
2019 Q2	$46K	Hold	1,413	–	–	0.02%	451
2019 Q1	$46K	Hold	1,413	–	–	0.02%	403
2018 Q4	$42K	Sell	1,413 -3,258	-70%	-$102K	0.03%	353
2018 Q3	$157K	Sell	4,671 -550	-11%	-$18.7K	0.09%	145
2018 Q2	$179K	Hold	5,221	–	–	0.19%	84
2018 Q1	$182K	Buy	5,221 +1,000	+24%	+$36.3K	0.13%	147
2017 Q4	$155K	Buy	4,221 +700	+20%	+$25K	0.12%	153
2017 Q3	$125K	Buy	+3,521	New	+$125K	0.11%	152

Other funds holding CID

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SDH

Sloy Dahl & Holst Vancouver, Washington $728M AUM 37.66% 1-Year Est. Return

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CID Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of VictoryShares International High Div Volatility Wtd ETF (CID) in Q2 2020, closing a stake of 153 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in CID in Q3 2017 and held it in 11 quarters. The position peaked at $182K in Q1 2018. 16 funds tracked by Wall St. Rank hold CID as of Q2 2020.

Patriot Financial Group Insurance Agency reported no remaining VictoryShares International High Div Volatility Wtd ETF position as of Q2 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 153 VictoryShares International High Div Volatility Wtd ETF shares in Q2 2020, an estimated $3K.
Patriot Financial Group Insurance Agency first reported a position in VictoryShares International High Div Volatility Wtd ETF in Q3 2017 and held it in 11 quarters.
Patriot Financial Group Insurance Agency's VictoryShares International High Div Volatility Wtd ETF position peaked at $182K in Q1 2018.
16 funds tracked by Wall St. Rank held VictoryShares International High Div Volatility Wtd ETF as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.