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Centerpoint Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Centerpoint Advisors’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
2020
Q2 		– Sell
-135
Closed -$5K – 286
2020
Q1 		$5K Hold
135
– – 0.01% 177
2019
Q4 		$8K Hold
135
– – 0.01% 178
2019
Q3 		$7K Buy
+135
New +$6.77K 0.01% 178

Other funds holding KBWB

WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Centerpoint Advisors's KBWB Position: Q2 2020 in Review

Centerpoint Advisors sold out of Invesco KBW Bank ETF (KBWB) in Q2 2020, closing a stake of 135 shares — an estimated $5K sold.

Centerpoint Advisors first reported a position in KBWB in Q3 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 85 funds tracked by Wall St. Rank hold KBWB as of Q2 2020.

  • Centerpoint Advisors reported no remaining Invesco KBW Bank ETF position as of Q2 2020 after selling out during the quarter.
  • Centerpoint Advisors sold 135 Invesco KBW Bank ETF shares in Q2 2020, an estimated $5K.
  • Centerpoint Advisors first reported a position in Invesco KBW Bank ETF in Q3 2019 and held it in 3 quarters.
  • Centerpoint Advisors's Invesco KBW Bank ETF position peaked at $8K in Q4 2019.
  • 85 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2020.

Based on Centerpoint Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.