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Beaumont Financial Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Beaumont Financial Advisors’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
2021
Q1 		– Sell
-77,969
Closed -$8.06M – 358
2020
Q4 		$8.06M Buy
77,969
+1,400
+2% +$113K 0.72% 48
2020
Q3 		$4.65M Buy
+76,569
New +$3.98M 0.44% 67

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beaumont Financial Advisors's PBW Position: Q1 2021 in Review

Beaumont Financial Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2021, closing a stake of 77,969 shares — an estimated $8.06M sold.

Beaumont Financial Advisors first reported a position in PBW in Q3 2020 and held it in 2 quarters. The position peaked at $8.06M in Q4 2020. 259 funds tracked by Wall St. Rank hold PBW as of Q1 2021.

  • Beaumont Financial Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 77,969 Invesco WilderHill Clean Energy ETF shares in Q1 2021, an estimated $8.06M.
  • Beaumont Financial Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2020 and held it in 2 quarters.
  • Beaumont Financial Advisors's Invesco WilderHill Clean Energy ETF position peaked at $8.06M in Q4 2020.
  • 259 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2021.

Based on Beaumont Financial Advisors's 13F filing for Q1 2021, filed 4 May 2021.