Bessemer Group
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Bessemer Group’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Bessemer Group’s Portfolio PZA Stock Details PZA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-600
Closed -$16K – 1530
2020
Q3 		$16K Buy
+600
New +$16.1K ﹤0.01% 1077

Other funds holding PZA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TNBTD
Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Bessemer Group's PZA Position: Q4 2020 in Review

Bessemer Group sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2020, closing a stake of 600 shares — an estimated $16K sold.

Bessemer Group first reported a position in PZA in Q3 2020 and held it in 1 quarter. The position peaked at $16K in Q3 2020. 177 funds tracked by Wall St. Rank hold PZA as of Q4 2020.

  • Bessemer Group reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Bessemer Group sold 600 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2020, an estimated $16K.
  • Bessemer Group first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q3 2020 and held it in 1 quarter.
  • Bessemer Group's Invesco National AMT-Free Municipal Bond ETF position peaked at $16K in Q3 2020.
  • 177 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2020.

Based on Bessemer Group's 13F filing for Q4 2020, filed 9 Feb 2021.