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TIAA FSB’s VictoryShares US Large Cap High Div Volatility Wtd ETF CDL Stock Holding History

TIAA FSB’s Portfolio CDL Stock Details CDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-3,654
Closed -$215K – 573
2022
Q4 		$215K Buy
+3,654
New +$212K ﹤0.01% 531
2022
Q3 		– Sell
-3,654
Closed -$212K – 575
2022
Q2 		$212K Buy
+3,654
New +$224K ﹤0.01% 555

Other funds holding CDL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MAG
Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return

TIAA FSB's CDL Position: Q1 2023 in Review

TIAA FSB sold out of VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL) in Q1 2023, closing a stake of 3,654 shares — an estimated $215K sold.

TIAA FSB first reported a position in CDL in Q2 2022 and held it in 2 quarters. The position peaked at $215K in Q4 2022. 57 funds tracked by Wall St. Rank hold CDL as of Q1 2023.

  • TIAA FSB reported no remaining VictoryShares US Large Cap High Div Volatility Wtd ETF position as of Q1 2023 after selling out during the quarter.
  • TIAA FSB sold 3,654 VictoryShares US Large Cap High Div Volatility Wtd ETF shares in Q1 2023, an estimated $215K.
  • TIAA FSB first reported a position in VictoryShares US Large Cap High Div Volatility Wtd ETF in Q2 2022 and held it in 2 quarters.
  • TIAA FSB's VictoryShares US Large Cap High Div Volatility Wtd ETF position peaked at $215K in Q4 2022.
  • 57 funds tracked by Wall St. Rank held VictoryShares US Large Cap High Div Volatility Wtd ETF as of Q1 2023.

Based on TIAA FSB's 13F filing for Q1 2023, filed 19 Apr 2023.