Smith Shellnut Wilson’s Simplify Tail Risk Strategy ETF CYA Stock Holding History

Smith Shellnut Wilson’s Portfolio CYA Stock Details CYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-552	Closed	-$2.24K	–	132
2023 Q4	$2.24K	Buy	+552	New	+$20.6K	﹤0.01%	126

Smith Shellnut Wilson's CYA Position: Q1 2024 in Review

Smith Shellnut Wilson sold out of Simplify Tail Risk Strategy ETF (CYA) in Q1 2024, closing a stake of 552 shares — an estimated $2.24K sold.

Smith Shellnut Wilson first reported a position in CYA in Q4 2023 and held it in 1 quarter. The position peaked at $2.24K in Q4 2023. 0 funds tracked by Wall St. Rank hold CYA as of Q1 2024.

Smith Shellnut Wilson reported no remaining Simplify Tail Risk Strategy ETF position as of Q1 2024 after selling out during the quarter.
Smith Shellnut Wilson sold 552 Simplify Tail Risk Strategy ETF shares in Q1 2024, an estimated $2.24K.
Smith Shellnut Wilson first reported a position in Simplify Tail Risk Strategy ETF in Q4 2023 and held it in 1 quarter.
Smith Shellnut Wilson's Simplify Tail Risk Strategy ETF position peaked at $2.24K in Q4 2023.
0 funds tracked by Wall St. Rank held Simplify Tail Risk Strategy ETF as of Q1 2024.

Based on Smith Shellnut Wilson's 13F filing for Q1 2024, filed 1 May 2024.