Bessemer Group
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Bessemer Group’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Bessemer Group’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-28,710
Closed -$1.05M – 1953
2021
Q3 		$1.05M Buy
+28,710
New +$1.05M ﹤0.01% 406
2019
Q1 		– Sell
-68,080
Closed -$1.55M – 1915
2018
Q4 		$1.55M Buy
+68,080
New +$1.73M 0.01% 461
2014
Q3 		– Sell
-155
Closed -$3K – 1353
2014
Q2 		$3K Sell
155
-400
-72% -$7.8K ﹤0.01% 1224
2014
Q1 		$11K Buy
+555
New +$10.7K ﹤0.01% 1066

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bessemer Group's PRFZ Position: Q4 2021 in Review

Bessemer Group sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2021, closing a stake of 28,710 shares — an estimated $1.05M sold.

Bessemer Group first reported a position in PRFZ in Q1 2014 and held it in 4 quarters. The position peaked at $1.55M in Q4 2018. 195 funds tracked by Wall St. Rank hold PRFZ as of Q4 2021.

  • Bessemer Group reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2021 after selling out during the quarter.
  • Bessemer Group sold 28,710 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2021, an estimated $1.05M.
  • Bessemer Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2014 and held it in 4 quarters.
  • Bessemer Group's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $1.55M in Q4 2018.
  • 195 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2021.

Based on Bessemer Group's 13F filing for Q4 2021, filed 27 Jan 2022.