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Clarkston Capital Partners’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Clarkston Capital Partners’s Portfolio PRF Stock Details PRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,455
Closed -$153K – 204
2021
Q4 		$153K Buy
4,455
+525
+13% +$17.6K ﹤0.01% 159
2021
Q3 		$124K Hold
3,930
– – ﹤0.01% 149
2021
Q2 		$126K Buy
+3,930
New +$125K ﹤0.01% 150

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

Clarkston Capital Partners's PRF Position: Q1 2022 in Review

Clarkston Capital Partners sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2022, closing a stake of 4,455 shares — an estimated $153K sold.

Clarkston Capital Partners first reported a position in PRF in Q2 2021 and held it in 3 quarters. The position peaked at $153K in Q4 2021. 402 funds tracked by Wall St. Rank hold PRF as of Q1 2022.

  • Clarkston Capital Partners reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2022 after selling out during the quarter.
  • Clarkston Capital Partners sold 4,455 Invesco FTSE RAFI US 1000 ETF shares in Q1 2022, an estimated $153K.
  • Clarkston Capital Partners first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2021 and held it in 3 quarters.
  • Clarkston Capital Partners's Invesco FTSE RAFI US 1000 ETF position peaked at $153K in Q4 2021.
  • 402 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2022.

Based on Clarkston Capital Partners's 13F filing for Q1 2022, filed 9 May 2022.