Banque Cantonale Vaudoise’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Banque Cantonale Vaudoise’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
2022 Q4	–	Sell	-945	Closed	-$46K	–	1226
2022 Q3	$46K	Hold	945	–	–	﹤0.01%	1003
2022 Q2	$43K	Hold	945	–	–	﹤0.01%	1032
2022 Q1	$62K	Hold	945	–	–	﹤0.01%	1004
2021 Q4	$67K	Buy	945 +75	+9%	+$6.13K	﹤0.01%	1024
2021 Q3	$67K	Hold	870	–	–	﹤0.01%	1008
2021 Q2	$81K	Buy	870 +210	+32%	+$18.2K	﹤0.01%	992
2021 Q1	$65K	Hold	660	–	–	﹤0.01%	966
2020 Q4	$68K	Buy	+660	New	+$53.5K	﹤0.01%	906

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Banque Cantonale Vaudoise's PBW Position: Q4 2022 in Review

Banque Cantonale Vaudoise sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2022, closing a stake of 945 shares — an estimated $46K sold.

Banque Cantonale Vaudoise first reported a position in PBW in Q4 2020 and held it in 8 quarters. The position peaked at $81K in Q2 2021. 188 funds tracked by Wall St. Rank hold PBW as of Q4 2022.

Banque Cantonale Vaudoise reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
Banque Cantonale Vaudoise sold 945 Invesco WilderHill Clean Energy ETF shares in Q4 2022, an estimated $46K.
Banque Cantonale Vaudoise first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and held it in 8 quarters.
Banque Cantonale Vaudoise's Invesco WilderHill Clean Energy ETF position peaked at $81K in Q2 2021.
188 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2022.

Based on Banque Cantonale Vaudoise's 13F filing for Q4 2022, filed 10 Feb 2023.