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Citizens Financial Group’s Invesco Large Cap Growth ETF PWB Stock Holding History

Citizens Financial Group’s Portfolio PWB Stock Details PWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-100
Closed -$5K – 762
2020
Q2 		$5K Hold
100
– – ﹤0.01% 890
2020
Q1 		$4K Buy
+100
New +$4.98K ﹤0.01% 906

Other funds holding PWB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Citizens Financial Group's PWB Position: Q3 2020 in Review

Citizens Financial Group sold out of Invesco Large Cap Growth ETF (PWB) in Q3 2020, closing a stake of 100 shares — an estimated $5K sold.

Citizens Financial Group first reported a position in PWB in Q1 2020 and held it in 2 quarters. The position peaked at $5K in Q2 2020. 109 funds tracked by Wall St. Rank hold PWB as of Q3 2020.

  • Citizens Financial Group reported no remaining Invesco Large Cap Growth ETF position as of Q3 2020 after selling out during the quarter.
  • Citizens Financial Group sold 100 Invesco Large Cap Growth ETF shares in Q3 2020, an estimated $5K.
  • Citizens Financial Group first reported a position in Invesco Large Cap Growth ETF in Q1 2020 and held it in 2 quarters.
  • Citizens Financial Group's Invesco Large Cap Growth ETF position peaked at $5K in Q2 2020.
  • 109 funds tracked by Wall St. Rank held Invesco Large Cap Growth ETF as of Q3 2020.

Based on Citizens Financial Group's 13F filing for Q3 2020, filed 12 Nov 2020.