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Cary Street Partners Investment Advisory’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-260
Closed -$8K – 720
2020
Q3 		$8K Buy
+260
New +$7.8K ﹤0.01% 794

Other funds holding PIZ

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Affinity Wealth Management Wilmington, Delaware $776M AUM 43.59% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Cary Street Partners Investment Advisory's PIZ Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2020, closing a stake of 260 shares — an estimated $8K sold.

Cary Street Partners Investment Advisory first reported a position in PIZ in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 52 funds tracked by Wall St. Rank hold PIZ as of Q4 2020.

  • Cary Street Partners Investment Advisory reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2020 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 260 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2020, an estimated $8K.
  • Cary Street Partners Investment Advisory first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2020 and held it in 1 quarter.
  • Cary Street Partners Investment Advisory's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $8K in Q3 2020.
  • 52 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.