Bank Julius Baer & Co
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Bank Julius Baer & Co’s Invesco Dorsey Wright Emerging Markets Momentum ETF PIE Stock Holding History

Bank Julius Baer & Co’s Portfolio PIE Stock Details PIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-10,101
Closed -$231K – 875
2020
Q4 		$231K Buy
10,101
+99
+1% +$2.07K ﹤0.01% 546
2020
Q3 		$193K Sell
10,002
-48
-0.5% -$940 ﹤0.01% 516
2020
Q2 		$181K Buy
+10,050
New +$165K ﹤0.01% 483

Other funds holding PIE

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FIM
Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank Julius Baer & Co's PIE Position: Q1 2021 in Review

Bank Julius Baer & Co sold out of Invesco Dorsey Wright Emerging Markets Momentum ETF (PIE) in Q1 2021, closing a stake of 10,101 shares — an estimated $231K sold.

Bank Julius Baer & Co first reported a position in PIE in Q2 2020 and held it in 3 quarters. The position peaked at $231K in Q4 2020. 65 funds tracked by Wall St. Rank hold PIE as of Q1 2021.

  • Bank Julius Baer & Co reported no remaining Invesco Dorsey Wright Emerging Markets Momentum ETF position as of Q1 2021 after selling out during the quarter.
  • Bank Julius Baer & Co sold 10,101 Invesco Dorsey Wright Emerging Markets Momentum ETF shares in Q1 2021, an estimated $231K.
  • Bank Julius Baer & Co first reported a position in Invesco Dorsey Wright Emerging Markets Momentum ETF in Q2 2020 and held it in 3 quarters.
  • Bank Julius Baer & Co's Invesco Dorsey Wright Emerging Markets Momentum ETF position peaked at $231K in Q4 2020.
  • 65 funds tracked by Wall St. Rank held Invesco Dorsey Wright Emerging Markets Momentum ETF as of Q1 2021.

Based on Bank Julius Baer & Co's 13F filing for Q1 2021, filed 10 May 2021.