Bank Julius Baer & Co
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Bank Julius Baer & Co’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Bank Julius Baer & Co’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-27
Closed -$1K – 559
2023
Q2 		$1K Buy
+27
New +$1.01K ﹤0.01% 559
2021
Q1 		– Sell
-996
Closed -$103K – 873
2020
Q4 		$103K Buy
996
+11
+1% +$891 ﹤0.01% 623
2020
Q3 		$60K Buy
985
+26
+3% +$1.35K ﹤0.01% 590
2020
Q2 		$39K Sell
959
-29
-3% -$966 ﹤0.01% 583
2020
Q1 		$26K Buy
+988
New +$34.9K ﹤0.01% 573

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
JGUA
John G. Ullman & Associates Corning, New York $754M AUM 60.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank Julius Baer & Co's PBW Position: Q3 2023 in Review

Bank Julius Baer & Co sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2023, closing a stake of 27 shares — an estimated $1K sold.

Bank Julius Baer & Co first reported a position in PBW in Q1 2020 and held it in 5 quarters. The position peaked at $103K in Q4 2020. 165 funds tracked by Wall St. Rank hold PBW as of Q3 2023.

  • Bank Julius Baer & Co reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2023 after selling out during the quarter.
  • Bank Julius Baer & Co sold 27 Invesco WilderHill Clean Energy ETF shares in Q3 2023, an estimated $1K.
  • Bank Julius Baer & Co first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2020 and held it in 5 quarters.
  • Bank Julius Baer & Co's Invesco WilderHill Clean Energy ETF position peaked at $103K in Q4 2020.
  • 165 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2023.

Based on Bank Julius Baer & Co's 13F filing for Q3 2023, filed 13 Nov 2023.