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Raymond James Trust’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

Raymond James Trust’s Portfolio CDL Stock Details CDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,289
Closed -$251K – 1255
2023
Q4 		$251K Hold
4,289
– – 0.01% 1029
2023
Q3 		$233K Hold
4,289
– – 0.01% 1012
2023
Q2 		$243K Hold
4,289
– – 0.01% 1008
2023
Q1 		$247K Buy
+4,289
New +$254K 0.01% 955

Other funds holding CDL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Trust's CDL Position: Q1 2024 in Review

Raymond James Trust sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q1 2024, closing a stake of 4,289 shares — an estimated $251K sold.

Raymond James Trust first reported a position in CDL in Q1 2023 and held it in 4 quarters. The position peaked at $251K in Q4 2023. 56 funds tracked by Wall St. Rank hold CDL as of Q1 2024.

  • Raymond James Trust reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q1 2024 after selling out during the quarter.
  • Raymond James Trust sold 4,289 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q1 2024, an estimated $251K.
  • Raymond James Trust first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q1 2023 and held it in 4 quarters.
  • Raymond James Trust's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $251K in Q4 2023.
  • 56 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q1 2024.

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