SVWAG
CEZ

Sound View Wealth Advisors Group’s VictoryShares Emerging Market Volatility Wtd ETF CEZ Stock Holding History

Sound View Wealth Advisors Group’s Portfolio CEZ Stock Details CEZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-8,821
Closed -$229K – 251
2019
Q2 		$229K Buy
+8,821
New +$225K 0.07% 228

Other funds holding CEZ

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
NFG
Next Financial Group Houston, Texas $1.52B AUM 20.14% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Sound View Wealth Advisors Group's CEZ Position: Q3 2019 in Review

Sound View Wealth Advisors Group sold out of VictoryShares Emerging Market Volatility Wtd ETF (CEZ) in Q3 2019, closing a stake of 8,821 shares — an estimated $229K sold.

Sound View Wealth Advisors Group first reported a position in CEZ in Q2 2019 and held it in 1 quarter. The position peaked at $229K in Q2 2019. 19 funds tracked by Wall St. Rank hold CEZ as of Q3 2019.

  • Sound View Wealth Advisors Group reported no remaining VictoryShares Emerging Market Volatility Wtd ETF position as of Q3 2019 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 8,821 VictoryShares Emerging Market Volatility Wtd ETF shares in Q3 2019, an estimated $229K.
  • Sound View Wealth Advisors Group first reported a position in VictoryShares Emerging Market Volatility Wtd ETF in Q2 2019 and held it in 1 quarter.
  • Sound View Wealth Advisors Group's VictoryShares Emerging Market Volatility Wtd ETF position peaked at $229K in Q2 2019.
  • 19 funds tracked by Wall St. Rank held VictoryShares Emerging Market Volatility Wtd ETF as of Q3 2019.

Based on Sound View Wealth Advisors Group's 13F filing for Q3 2019, filed 7 Nov 2019.