Bill Gates’s Invesco KBW Bank ETF KBWB Stock Holding History

Bill Gates’s Portfolio KBWB Stock Details KBWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-50,270	Closed	-$2.01M	–	49
2023 Q3	$2.01M	Buy	+50,270	New	+$2.14M	0.01%	62

Other funds holding KBWB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bill Gates's KBWB Position: Q4 2023 in Review

Bill Gates sold out of Invesco KBW Bank ETF (KBWB) in Q4 2023, closing a stake of 50,270 shares — an estimated $2.01M sold.

Bill Gates first reported a position in KBWB in Q3 2023 and held it in 1 quarter. The position peaked at $2.01M in Q3 2023. 159 funds tracked by Wall St. Rank hold KBWB as of Q4 2023.

Bill Gates reported no remaining Invesco KBW Bank ETF position as of Q4 2023 after selling out during the quarter.
Bill Gates sold 50,270 Invesco KBW Bank ETF shares in Q4 2023, an estimated $2.01M.
Bill Gates first reported a position in Invesco KBW Bank ETF in Q3 2023 and held it in 1 quarter.
Bill Gates's Invesco KBW Bank ETF position peaked at $2.01M in Q3 2023.
159 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2023.

Based on Gates Foundation Trust's 13F filing for Q4 2023, filed 14 Feb 2024.