Cary Street Partners Investment Advisory’s Invesco KBW Property & Casualty Insurance ETF KBWP Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio KBWP Stock Details KBWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-99	Closed	-$8.33K	–	1260
2023 Q3	$8.33K	Buy	99 +30	+43%	+$2.5K	﹤0.01%	1342
2023 Q2	$5.65K	Buy	+69	New	+$5.71K	﹤0.01%	1379

Other funds holding KBWP

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SEA

Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cary Street Partners Investment Advisory's KBWP Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of Invesco KBW Property & Casualty Insurance ETF (KBWP) in Q4 2023, closing a stake of 99 shares — an estimated $8.33K sold.

Cary Street Partners Investment Advisory first reported a position in KBWP in Q2 2023 and held it in 2 quarters. The position peaked at $8.33K in Q3 2023. 52 funds tracked by Wall St. Rank hold KBWP as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining Invesco KBW Property & Casualty Insurance ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 99 Invesco KBW Property & Casualty Insurance ETF shares in Q4 2023, an estimated $8.33K.
Cary Street Partners Investment Advisory first reported a position in Invesco KBW Property & Casualty Insurance ETF in Q2 2023 and held it in 2 quarters.
Cary Street Partners Investment Advisory's Invesco KBW Property & Casualty Insurance ETF position peaked at $8.33K in Q3 2023.
52 funds tracked by Wall St. Rank held Invesco KBW Property & Casualty Insurance ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.