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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 – 338
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

CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
ECP
Electron Capital Partners New York $2.13B AUM 87.77% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return