Bessemer Group
PWB icon

Bessemer Group’s Invesco Large Cap Growth ETF PWB Stock Holding History

Bessemer Group’s Portfolio PWB Stock Details PWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-1,125
Closed -$79K – 2307
2023
Q2 		$79K Sell
1,125
-1,125
-50% -$74.6K ﹤0.01% 1285
2023
Q1 		$146K Hold
2,250
– – ﹤0.01% 977
2022
Q4 		$134K Hold
2,250
– – ﹤0.01% 974
2022
Q3 		$128K Hold
2,250
– – ﹤0.01% 980
2022
Q2 		$132K Hold
2,250
– – ﹤0.01% 967
2022
Q1 		$162K Hold
2,250
– – ﹤0.01% 874
2021
Q4 		$182K Hold
2,250
– – ﹤0.01% 868
2021
Q3 		$166K Hold
2,250
– – ﹤0.01% 829
2021
Q2 		$168K Hold
2,250
– – ﹤0.01% 830
2021
Q1 		$154K Buy
2,250
+1,125
+100% +$77.1K ﹤0.01% 796
2020
Q4 		$76K Buy
+1,125
New +$72.6K ﹤0.01% 919

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return