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Private Trust Company’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Private Trust Company’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-442
Closed -$33K – 2263
2023
Q4 		$33K Buy
+442
New +$30.8K ﹤0.01% 1220

Other funds holding CFA

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Private Trust Company's CFA Position: Q1 2024 in Review

Private Trust Company sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q1 2024, closing a stake of 442 shares — an estimated $33K sold.

Private Trust Company first reported a position in CFA in Q4 2023 and held it in 1 quarter. The position peaked at $33K in Q4 2023. 66 funds tracked by Wall St. Rank hold CFA as of Q1 2024.

  • Private Trust Company reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
  • Private Trust Company sold 442 VictoryShares US 500 Volatility Wtd ETF shares in Q1 2024, an estimated $33K.
  • Private Trust Company first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q4 2023 and held it in 1 quarter.
  • Private Trust Company's VictoryShares US 500 Volatility Wtd ETF position peaked at $33K in Q4 2023.
  • 66 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q1 2024.

Based on Private Trust Company's 13F filing for Q1 2024, filed 24 Apr 2024.