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Cary Street Partners Investment Advisory’s Invesco Semiconductors ETF PSI Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio PSI Stock Details PSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-480
Closed -$20.5K – 1506
2023
Q3 		$20.5K Sell
480
-75
-14% -$3.37K ﹤0.01% 1109
2023
Q2 		$25.3K Buy
+555
New +$22.4K ﹤0.01% 988

Other funds holding PSI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Cary Street Partners Investment Advisory sold out of Invesco Semiconductors ETF (PSI) in Q4 2023, closing a stake of 480 shares — an estimated $20.5K sold.

Cary Street Partners Investment Advisory first reported a position in PSI in Q2 2023 and held it in 2 quarters. The position peaked at $25.3K in Q2 2023. 125 funds tracked by Wall St. Rank hold PSI as of Q4 2023.

  • Cary Street Partners Investment Advisory reported no remaining Invesco Semiconductors ETF position as of Q4 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 480 Invesco Semiconductors ETF shares in Q4 2023, an estimated $20.5K.
  • Cary Street Partners Investment Advisory first reported a position in Invesco Semiconductors ETF in Q2 2023 and held it in 2 quarters.
  • Cary Street Partners Investment Advisory's Invesco Semiconductors ETF position peaked at $25.3K in Q2 2023.
  • 125 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2023.

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