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Carmel Capital Partners’s Invesco KBW Bank ETF KBWB Stock Holding History

Carmel Capital Partners’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
-28
Closed -$1.12K – 434
2023
Q3 		$1.12K Buy
+28
New +$1.19K ﹤0.01% 666

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Fisher Asset Management
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Barclays
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carmel Capital Partners's KBWB Position: Q4 2023 in Review

Carmel Capital Partners sold out of Invesco KBW Bank ETF (KBWB) in Q4 2023, closing a stake of 28 shares — an estimated $1.12K sold.

Carmel Capital Partners first reported a position in KBWB in Q3 2023 and held it in 1 quarter. The position peaked at $1.12K in Q3 2023. 159 funds tracked by Wall St. Rank hold KBWB as of Q4 2023.

  • Carmel Capital Partners reported no remaining Invesco KBW Bank ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 28 Invesco KBW Bank ETF shares in Q4 2023, an estimated $1.12K.
  • Carmel Capital Partners first reported a position in Invesco KBW Bank ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Invesco KBW Bank ETF position peaked at $1.12K in Q3 2023.
  • 159 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.