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Charter Oak Capital Management’s Invesco Solar ETF TAN Stock Holding History

Charter Oak Capital Management’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8
Closed -$1K – 1034
2021
Q4 		$1K Buy
+8
New +$701 ﹤0.01% 831

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Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Charter Oak Capital Management's TAN Position: Q1 2022 in Review

Charter Oak Capital Management sold out of Invesco Solar ETF (TAN) in Q1 2022, closing a stake of 8 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in TAN in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 319 funds tracked by Wall St. Rank hold TAN as of Q1 2022.

  • Charter Oak Capital Management reported no remaining Invesco Solar ETF position as of Q1 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 8 Invesco Solar ETF shares in Q1 2022, an estimated $1K.
  • Charter Oak Capital Management first reported a position in Invesco Solar ETF in Q4 2021 and held it in 1 quarter.
  • Charter Oak Capital Management's Invesco Solar ETF position peaked at $1K in Q4 2021.
  • 319 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2022.

Based on Charter Oak Capital Management's 13F filing for Q1 2022, filed 5 May 2022.