Centric Wealth Management
PSR icon

Centric Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Centric Wealth Management’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-11,192
Closed -$1M – 121
2019
Q2 		$1M Buy
+11,192
New +$1.01M 0.88% 31

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Centric Wealth Management's PSR Position: Q3 2019 in Review

Centric Wealth Management sold out of Invesco Active US Real Estate Fund (PSR) in Q3 2019, closing a stake of 11,192 shares — an estimated $1M sold.

Centric Wealth Management first reported a position in PSR in Q2 2019 and held it in 1 quarter. The position peaked at $1M in Q2 2019. 34 funds tracked by Wall St. Rank hold PSR as of Q3 2019.

  • Centric Wealth Management reported no remaining Invesco Active US Real Estate Fund position as of Q3 2019 after selling out during the quarter.
  • Centric Wealth Management sold 11,192 Invesco Active US Real Estate Fund shares in Q3 2019, an estimated $1M.
  • Centric Wealth Management first reported a position in Invesco Active US Real Estate Fund in Q2 2019 and held it in 1 quarter.
  • Centric Wealth Management's Invesco Active US Real Estate Fund position peaked at $1M in Q2 2019.
  • 34 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q3 2019.

Based on Centric Wealth Management's 13F filing for Q3 2019, filed 3 Oct 2019.