Snowden Capital Advisors’s The Long-Term Care ETF OLD Stock Holding History

Snowden Capital Advisors’s Portfolio OLD Stock Details OLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-12,878	Closed	-$256K	–	582
2020 Q1	$256K	Sell	12,878 -1,252	-9%	-$34.9K	0.03%	458
2019 Q4	$433K	Sell	14,130 -327	-2%	-$9.97K	0.04%	411
2019 Q3	$447K	Sell	14,457 -358	-2%	-$10.8K	0.05%	366
2019 Q2	$425K	Sell	14,815 -320	-2%	-$8.86K	0.04%	358
2019 Q1	$423K	Sell	15,135 -653	-4%	-$17.8K	0.05%	341
2018 Q4	$397K	Buy	+15,788	New	+$413K	0.05%	327

Other funds holding OLD

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

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

Snowden Capital Advisors's OLD Position: Q2 2020 in Review

Snowden Capital Advisors sold out of The Long-Term Care ETF (OLD) in Q2 2020, closing a stake of 12,878 shares — an estimated $256K sold.

Snowden Capital Advisors first reported a position in OLD in Q4 2018 and held it in 6 quarters. The position peaked at $447K in Q3 2019. 17 funds tracked by Wall St. Rank hold OLD as of Q2 2020.

Snowden Capital Advisors reported no remaining The Long-Term Care ETF position as of Q2 2020 after selling out during the quarter.
Snowden Capital Advisors sold 12,878 The Long-Term Care ETF shares in Q2 2020, an estimated $256K.
Snowden Capital Advisors first reported a position in The Long-Term Care ETF in Q4 2018 and held it in 6 quarters.
Snowden Capital Advisors's The Long-Term Care ETF position peaked at $447K in Q3 2019.
17 funds tracked by Wall St. Rank held The Long-Term Care ETF as of Q2 2020.

Based on Snowden Capital Advisors's 13F filing for Q2 2020, filed 8 Jan 2024.