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Sound View Wealth Advisors Group’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Sound View Wealth Advisors Group’s Portfolio CSB Stock Details CSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-10,186
Closed -$453K – 240
2019
Q3 		$453K Sell
10,186
-6,776
-40% -$295K 0.14% 148
2019
Q2 		$751K Buy
+16,962
New +$746K 0.22% 111

Other funds holding CSB

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Sound View Wealth Advisors Group's CSB Position: Q4 2019 in Review

Sound View Wealth Advisors Group sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q4 2019, closing a stake of 10,186 shares — an estimated $453K sold.

Sound View Wealth Advisors Group first reported a position in CSB in Q2 2019 and held it in 2 quarters. The position peaked at $751K in Q2 2019. 33 funds tracked by Wall St. Rank hold CSB as of Q4 2019.

  • Sound View Wealth Advisors Group reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q4 2019 after selling out during the quarter.
  • Sound View Wealth Advisors Group sold 10,186 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q4 2019, an estimated $453K.
  • Sound View Wealth Advisors Group first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q2 2019 and held it in 2 quarters.
  • Sound View Wealth Advisors Group's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $751K in Q2 2019.
  • 33 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q4 2019.

Based on Sound View Wealth Advisors Group's 13F filing for Q4 2019, filed 27 Jan 2020.