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Tranquility Partners’s VictoryShares US 500 Volatility Wtd ETF CFA Stock Holding History

Tranquility Partners’s Portfolio CFA Stock Details CFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-6,897
Closed -$292K – 143
2020
Q1 		$292K Buy
6,897
+15
+0.2% +$785 0.34% 88
2019
Q4 		$388K Sell
6,882
-4
-0.1% -$217 0.35% 94
2019
Q3 		$364K Sell
6,886
-4,296
-38% -$226K 0.39% 86
2019
Q2 		$587K Buy
+11,182
New +$573K 0.63% 46

Other funds holding CFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Tranquility Partners's CFA Position: Q2 2020 in Review

Tranquility Partners sold out of VictoryShares US 500 Volatility Wtd ETF (CFA) in Q2 2020, closing a stake of 6,897 shares — an estimated $292K sold.

Tranquility Partners first reported a position in CFA in Q2 2019 and held it in 4 quarters. The position peaked at $587K in Q2 2019. 58 funds tracked by Wall St. Rank hold CFA as of Q2 2020.

  • Tranquility Partners reported no remaining VictoryShares US 500 Volatility Wtd ETF position as of Q2 2020 after selling out during the quarter.
  • Tranquility Partners sold 6,897 VictoryShares US 500 Volatility Wtd ETF shares in Q2 2020, an estimated $292K.
  • Tranquility Partners first reported a position in VictoryShares US 500 Volatility Wtd ETF in Q2 2019 and held it in 4 quarters.
  • Tranquility Partners's VictoryShares US 500 Volatility Wtd ETF position peaked at $587K in Q2 2019.
  • 58 funds tracked by Wall St. Rank held VictoryShares US 500 Volatility Wtd ETF as of Q2 2020.

Based on Tranquility Partners's 13F filing for Q2 2020, filed 29 Jul 2020.