Choate Investment Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Choate Investment 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
2023 Q2	–	Sell	-265	Closed	-$11.1K	–	354
2023 Q1	$11.1K	Hold	265	–	–	﹤0.01%	315
2022 Q4	$13.7K	Hold	265	–	–	﹤0.01%	323
2022 Q3	$13K	Sell	265 -28,966	-99%	-$1.58M	﹤0.01%	287
2022 Q2	$1.51M	Buy	29,231 +383	+1%	+$22K	0.09%	91
2022 Q1	$1.84M	Sell	28,848 -1,466	-5%	-$102K	0.1%	93
2021 Q4	$2.06M	Buy	30,314 +1,634	+6%	+$114K	0.12%	81
2021 Q3	$1.92M	Buy	28,680 +3,535	+14%	+$229K	0.12%	77
2021 Q2	$1.62M	Buy	25,145 +1,135	+5%	+$74.6K	0.1%	81
2021 Q1	$1.49M	Buy	+24,010	New	+$1.38M	0.09%	89

Other funds holding KBWB

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Choate Investment Advisors's KBWB Position: Q2 2023 in Review

Choate Investment Advisors sold out of Invesco KBW Bank ETF (KBWB) in Q2 2023, closing a stake of 265 shares — an estimated $11.1K sold.

Choate Investment Advisors first reported a position in KBWB in Q1 2021 and held it in 9 quarters. The position peaked at $2.06M in Q4 2021. 148 funds tracked by Wall St. Rank hold KBWB as of Q2 2023.

Choate Investment Advisors reported no remaining Invesco KBW Bank ETF position as of Q2 2023 after selling out during the quarter.
Choate Investment Advisors sold 265 Invesco KBW Bank ETF shares in Q2 2023, an estimated $11.1K.
Choate Investment Advisors first reported a position in Invesco KBW Bank ETF in Q1 2021 and held it in 9 quarters.
Choate Investment Advisors's Invesco KBW Bank ETF position peaked at $2.06M in Q4 2021.
148 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2023.

Based on Choate Investment Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.