Chilton Capital Management’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Chilton Capital Management’s Portfolio PBE Stock Details PBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-190	Closed	-$12.3K	–	675
2024 Q2	$12.3K	Hold	190	–	–	﹤0.01%	480
2024 Q1	$12.3K	Buy	+190	New	+$12.4K	﹤0.01%	465
2023 Q3	–	Sell	-131	Closed	-$8.03K	–	540
2023 Q2	$8.03K	Buy	+131	New	+$8.17K	﹤0.01%	454

Other funds holding PBE

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.65B AUM 15.32% 1-Year Est. Return

Chilton Capital Management's PBE Position: Q3 2024 in Review

Chilton Capital Management sold out of Invesco Biotechnology & Genome ETF (PBE) in Q3 2024, closing a stake of 190 shares — an estimated $12.3K sold.

Chilton Capital Management first reported a position in PBE in Q2 2023 and held it in 3 quarters. The position peaked at $12.3K in Q2 2024. 102 funds tracked by Wall St. Rank hold PBE as of Q3 2024.

Chilton Capital Management reported no remaining Invesco Biotechnology & Genome ETF position as of Q3 2024 after selling out during the quarter.
Chilton Capital Management sold 190 Invesco Biotechnology & Genome ETF shares in Q3 2024, an estimated $12.3K.
Chilton Capital Management first reported a position in Invesco Biotechnology & Genome ETF in Q2 2023 and held it in 3 quarters.
Chilton Capital Management's Invesco Biotechnology & Genome ETF position peaked at $12.3K in Q2 2024.
102 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q3 2024.

Based on Chilton Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.