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Weaver Consulting Group’s VictoryShares US Small Cap High Div Volatility Wtd ETF CSB Stock Holding History

Weaver Consulting 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
2020
Q4 		– Sell
-100
Closed -$4K – 291
2020
Q3 		$4K Sell
100
-25
-20% -$952 ﹤0.01% 723
2020
Q2 		$5K Buy
+125
New +$4.28K ﹤0.01% 652

Other funds holding CSB

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

Weaver Consulting Group's CSB Position: Q4 2020 in Review

Weaver Consulting Group sold out of VictoryShares US Small Cap High Div Volatility Wtd ETF (CSB) in Q4 2020, closing a stake of 100 shares — an estimated $4K sold.

Weaver Consulting Group first reported a position in CSB in Q2 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 36 funds tracked by Wall St. Rank hold CSB as of Q4 2020.

  • Weaver Consulting Group reported no remaining VictoryShares US Small Cap High Div Volatility Wtd ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 100 VictoryShares US Small Cap High Div Volatility Wtd ETF shares in Q4 2020, an estimated $4K.
  • Weaver Consulting Group first reported a position in VictoryShares US Small Cap High Div Volatility Wtd ETF in Q2 2020 and held it in 2 quarters.
  • Weaver Consulting Group's VictoryShares US Small Cap High Div Volatility Wtd ETF position peaked at $5K in Q2 2020.
  • 36 funds tracked by Wall St. Rank held VictoryShares US Small Cap High Div Volatility Wtd ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.