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Surevest’s Northern Trust Ultra-Short Fixed Income ETF RAVI Stock Holding History

Surevest’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-261
Closed -$20K – 556
2021
Q4 		$20K Buy
+261
New +$19.8K ﹤0.01% 250

Other funds holding RAVI

AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
CL
CIM LLC Albany, New York $773M AUM 28.11% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $353M AUM 17.68% 1-Year Est. Return

Surevest's RAVI Position: Q1 2022 in Review

Surevest sold out of Northern Trust Ultra-Short Fixed Income ETF (RAVI) in Q1 2022, closing a stake of 261 shares — an estimated $20K sold.

Surevest first reported a position in RAVI in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 51 funds tracked by Wall St. Rank hold RAVI as of Q1 2022.

  • Surevest reported no remaining Northern Trust Ultra-Short Fixed Income ETF position as of Q1 2022 after selling out during the quarter.
  • Surevest sold 261 Northern Trust Ultra-Short Fixed Income ETF shares in Q1 2022, an estimated $20K.
  • Surevest first reported a position in Northern Trust Ultra-Short Fixed Income ETF in Q4 2021 and held it in 1 quarter.
  • Surevest's Northern Trust Ultra-Short Fixed Income ETF position peaked at $20K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held Northern Trust Ultra-Short Fixed Income ETF as of Q1 2022.

Based on Surevest's 13F filing for Q1 2022, filed 16 May 2022.