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Choate Investment Advisors’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Choate Investment Advisors’s Portfolio PXH Stock Details PXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-77
Closed -$2K – 329
2021
Q2 		$2K Buy
+77
New +$1.79K ﹤0.01% 334

Other funds holding PXH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Choate Investment Advisors sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q3 2021, closing a stake of 77 shares — an estimated $2K sold.

Choate Investment Advisors first reported a position in PXH in Q2 2021 and held it in 1 quarter. The position peaked at $2K in Q2 2021. 136 funds tracked by Wall St. Rank hold PXH as of Q3 2021.

  • Choate Investment Advisors reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q3 2021 after selling out during the quarter.
  • Choate Investment Advisors sold 77 Invesco FTSE RAFI Emerging Markets ETF shares in Q3 2021, an estimated $2K.
  • Choate Investment Advisors first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2021 and held it in 1 quarter.
  • Choate Investment Advisors's Invesco FTSE RAFI Emerging Markets ETF position peaked at $2K in Q2 2021.
  • 136 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q3 2021.

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