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Chilton Capital Management’s Invesco Large Cap Value ETF PWV Stock Holding History

Chilton Capital Management’s Portfolio PWV Stock Details PWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-225
Closed -$11K – 523
2021
Q4 		$11K Buy
+225
New +$10.6K ﹤0.01% 490

Other funds holding PWV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
SI
SimpliFi Inc San Diego, California $238M AUM 9.19% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
TFS
TrustCore Financial Services Brentwood, Tennessee $1.14B AUM 13.32% 1-Year Est. Return

Chilton Capital Management's PWV Position: Q1 2022 in Review

Chilton Capital Management sold out of Invesco Large Cap Value ETF (PWV) in Q1 2022, closing a stake of 225 shares — an estimated $11K sold.

Chilton Capital Management first reported a position in PWV in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 143 funds tracked by Wall St. Rank hold PWV as of Q1 2022.

  • Chilton Capital Management reported no remaining Invesco Large Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Chilton Capital Management sold 225 Invesco Large Cap Value ETF shares in Q1 2022, an estimated $11K.
  • Chilton Capital Management first reported a position in Invesco Large Cap Value ETF in Q4 2021 and held it in 1 quarter.
  • Chilton Capital Management's Invesco Large Cap Value ETF position peaked at $11K in Q4 2021.
  • 143 funds tracked by Wall St. Rank held Invesco Large Cap Value ETF as of Q1 2022.

Based on Chilton Capital Management's 13F filing for Q1 2022, filed 16 May 2022.