BSSFA
PNQI icon

Baron Silver Stevens Financial Advisors’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio PNQI Stock Details PNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,395
Closed -$63K – 355
2020
Q4 		$63K Buy
+1,395
New +$61.3K 0.02% 124

Other funds holding PNQI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's PNQI Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Invesco NASDAQ Internet ETF (PNQI) in Q1 2021, closing a stake of 1,395 shares — an estimated $63K sold.

Baron Silver Stevens Financial Advisors first reported a position in PNQI in Q4 2020 and held it in 1 quarter. The position peaked at $63K in Q4 2020. 130 funds tracked by Wall St. Rank hold PNQI as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Invesco NASDAQ Internet ETF position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 1,395 Invesco NASDAQ Internet ETF shares in Q1 2021, an estimated $63K.
  • Baron Silver Stevens Financial Advisors first reported a position in Invesco NASDAQ Internet ETF in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Invesco NASDAQ Internet ETF position peaked at $63K in Q4 2020.
  • 130 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.