Brewin Dolphin Wealth Management’s Invesco Solar ETF TAN Stock Holding History

Brewin Dolphin Wealth Management’s Portfolio TAN Stock Details TAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-200	Closed	-$16K	–	337
2021 Q3	$16K	Hold	200	–	–	﹤0.01%	280
2021 Q2	$17.9K	Buy	+200	New	+$16.3K	﹤0.01%	274
2018 Q3	–	Sell	-700	Closed	-$16.2K	–	193
2018 Q2	$16.2K	Hold	700	–	–	0.01%	159
2018 Q1	$17.2K	Hold	700	–	–	0.01%	151
2017 Q4	$17.6K	Hold	700	–	–	0.01%	140
2017 Q3	$15.2K	Buy	+700	New	+$15K	0.01%	130

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ECP

Electron Capital Partners New York $2.5B AUM 97.62% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brewin Dolphin Wealth Management's TAN Position: Q4 2021 in Review

Brewin Dolphin Wealth Management sold out of Invesco Solar ETF (TAN) in Q4 2021, closing a stake of 200 shares — an estimated $16K sold.

Brewin Dolphin Wealth Management first reported a position in TAN in Q3 2017 and held it in 6 quarters. The position peaked at $17.9K in Q2 2021. 331 funds tracked by Wall St. Rank hold TAN as of Q4 2021.

Brewin Dolphin Wealth Management reported no remaining Invesco Solar ETF position as of Q4 2021 after selling out during the quarter.
Brewin Dolphin Wealth Management sold 200 Invesco Solar ETF shares in Q4 2021, an estimated $16K.
Brewin Dolphin Wealth Management first reported a position in Invesco Solar ETF in Q3 2017 and held it in 6 quarters.
Brewin Dolphin Wealth Management's Invesco Solar ETF position peaked at $17.9K in Q2 2021.
331 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2021.

Based on Brewin Dolphin Wealth Management's 13F filing for Q4 2021, filed 14 Nov 2022.