BHWA
IMVP

Beacon Harbor Wealth Advisors’s Invesco India ETF IMVP Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio IMVP Stock Details IMVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-157,356
Closed -$4.48M – 85
2021
Q3 		$4.48M Buy
+157,356
New +$4.29M 1.59% 22

Other funds holding IMVP

Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $5.05B AUM 36.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Harbor Wealth Advisors's IMVP Position: Q4 2021 in Review

Beacon Harbor Wealth Advisors sold out of Invesco India ETF (IMVP) in Q4 2021, closing a stake of 157,356 shares — an estimated $4.48M sold.

Beacon Harbor Wealth Advisors first reported a position in IMVP in Q3 2021 and held it in 1 quarter. The position peaked at $4.48M in Q3 2021. 38 funds tracked by Wall St. Rank hold IMVP as of Q4 2021.

  • Beacon Harbor Wealth Advisors reported no remaining Invesco India ETF position as of Q4 2021 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 157,356 Invesco India ETF shares in Q4 2021, an estimated $4.48M.
  • Beacon Harbor Wealth Advisors first reported a position in Invesco India ETF in Q3 2021 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Invesco India ETF position peaked at $4.48M in Q3 2021.
  • 38 funds tracked by Wall St. Rank held Invesco India ETF as of Q4 2021.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2021, filed 31 Jan 2022.