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Birch Capital Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Birch Capital Management’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
2022
Q3 		– Sell
-210
Closed -$10.9K – 110
2022
Q2 		$10.9K Buy
+210
New +$12K 0.01% 96

Other funds holding KBWB

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
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
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Birch Capital Management's KBWB Position: Q3 2022 in Review

Birch Capital Management sold out of Invesco KBW Bank ETF (KBWB) in Q3 2022, closing a stake of 210 shares — an estimated $10.9K sold.

Birch Capital Management first reported a position in KBWB in Q2 2022 and held it in 1 quarter. The position peaked at $10.9K in Q2 2022. 139 funds tracked by Wall St. Rank hold KBWB as of Q3 2022.

  • Birch Capital Management reported no remaining Invesco KBW Bank ETF position as of Q3 2022 after selling out during the quarter.
  • Birch Capital Management sold 210 Invesco KBW Bank ETF shares in Q3 2022, an estimated $10.9K.
  • Birch Capital Management first reported a position in Invesco KBW Bank ETF in Q2 2022 and held it in 1 quarter.
  • Birch Capital Management's Invesco KBW Bank ETF position peaked at $10.9K in Q2 2022.
  • 139 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2022.

Based on Birch Capital Management's 13F filing for Q3 2022, filed 6 Oct 2022.