CIA
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Choate Investment Advisors’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Choate Investment Advisors’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-336
Closed -$13K – 327
2021
Q2 		$13K Buy
+336
New +$12.9K ﹤0.01% 318

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
OWM
Opes Wealth Management Menlo Park, California $609M AUM 20.17% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DSA
Droms Strauss Advisors St. Louis, Missouri $383M AUM 17.99% 1-Year Est. Return
ACWM
Adams Chetwood Wealth Management Durham, North Carolina $176M AUM 8.48% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
BOTW
Bank of the West Monterey Park, California $851M AUM 15.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Choate Investment Advisors's PDN Position: Q3 2021 in Review

Choate Investment Advisors sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q3 2021, closing a stake of 336 shares — an estimated $13K sold.

Choate Investment Advisors first reported a position in PDN in Q2 2021 and held it in 1 quarter. The position peaked at $13K in Q2 2021. 82 funds tracked by Wall St. Rank hold PDN as of Q3 2021.

  • Choate Investment Advisors reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q3 2021 after selling out during the quarter.
  • Choate Investment Advisors sold 336 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q3 2021, an estimated $13K.
  • Choate Investment Advisors first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q2 2021 and held it in 1 quarter.
  • Choate Investment Advisors's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $13K in Q2 2021.
  • 82 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2021.

Based on Choate Investment Advisors's 13F filing for Q3 2021, filed 4 Nov 2021.