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WR Wealth Planners’s Cambiar Aggressive Value ETF CAMX Stock Holding History

WR Wealth Planners’s Portfolio CAMX Stock Details CAMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,125
Closed -$27.6K – 273
2023
Q3 		$27.6K Hold
1,125
– – 0.01% 391
2023
Q2 		$27.7K Buy
+1,125
New +$26.8K 0.01% 392

Other funds holding CAMX

CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KFI
Key Financial Inc West Chester, Pennsylvania $611M AUM 21.11% 1-Year Est. Return

WR Wealth Planners's CAMX Position: Q4 2023 in Review

WR Wealth Planners sold out of Cambiar Aggressive Value ETF (CAMX) in Q4 2023, closing a stake of 1,125 shares — an estimated $27.6K sold.

WR Wealth Planners first reported a position in CAMX in Q2 2023 and held it in 2 quarters. The position peaked at $27.7K in Q2 2023. 6 funds tracked by Wall St. Rank hold CAMX as of Q4 2023.

  • WR Wealth Planners reported no remaining Cambiar Aggressive Value ETF position as of Q4 2023 after selling out during the quarter.
  • WR Wealth Planners sold 1,125 Cambiar Aggressive Value ETF shares in Q4 2023, an estimated $27.6K.
  • WR Wealth Planners first reported a position in Cambiar Aggressive Value ETF in Q2 2023 and held it in 2 quarters.
  • WR Wealth Planners's Cambiar Aggressive Value ETF position peaked at $27.7K in Q2 2023.
  • 6 funds tracked by Wall St. Rank held Cambiar Aggressive Value ETF as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.