WOSD
OSCV icon

WFA of San Diego’s Opus Small Cap Value ETF OSCV Stock Holding History

WFA of San Diego’s Portfolio OSCV Stock Details OSCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-14,250
Closed -$392K – 194
2020
Q2 		$392K Buy
+14,250
New +$293K 0.09% 179

Other funds holding OSCV

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SWM
Sugarloaf Wealth Management Duluth, Georgia $529M AUM 14.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $1.93B AUM 18.43% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return

WFA of San Diego's OSCV Position: Q3 2020 in Review

WFA of San Diego sold out of Opus Small Cap Value ETF (OSCV) in Q3 2020, closing a stake of 14,250 shares — an estimated $392K sold.

WFA of San Diego first reported a position in OSCV in Q2 2020 and held it in 1 quarter. The position peaked at $392K in Q2 2020. 6 funds tracked by Wall St. Rank hold OSCV as of Q3 2020.

  • WFA of San Diego reported no remaining Opus Small Cap Value ETF position as of Q3 2020 after selling out during the quarter.
  • WFA of San Diego sold 14,250 Opus Small Cap Value ETF shares in Q3 2020, an estimated $392K.
  • WFA of San Diego first reported a position in Opus Small Cap Value ETF in Q2 2020 and held it in 1 quarter.
  • WFA of San Diego's Opus Small Cap Value ETF position peaked at $392K in Q2 2020.
  • 6 funds tracked by Wall St. Rank held Opus Small Cap Value ETF as of Q3 2020.

Based on WFA of San Diego's 13F filing for Q3 2020, filed 6 Nov 2020.