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Compagnie Lombard Odier SCmA’s Invesco Semiconductors ETF PSI Stock Holding History

Compagnie Lombard Odier SCmA’s Portfolio PSI Stock Details PSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-600
Closed -$27.4K – 617
2023
Q2 		$27.4K Hold
600
– – ﹤0.01% 468
2023
Q1 		$24.7K Hold
600
– – ﹤0.01% 506
2022
Q4 		$20K Buy
+600
New +$20.1K ﹤0.01% 571

Other funds holding PSI

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Compagnie Lombard Odier SCmA's PSI Position: Q3 2023 in Review

Compagnie Lombard Odier SCmA sold out of Invesco Semiconductors ETF (PSI) in Q3 2023, closing a stake of 600 shares — an estimated $27.4K sold.

Compagnie Lombard Odier SCmA first reported a position in PSI in Q4 2022 and held it in 3 quarters. The position peaked at $27.4K in Q2 2023. 120 funds tracked by Wall St. Rank hold PSI as of Q3 2023.

  • Compagnie Lombard Odier SCmA reported no remaining Invesco Semiconductors ETF position as of Q3 2023 after selling out during the quarter.
  • Compagnie Lombard Odier SCmA sold 600 Invesco Semiconductors ETF shares in Q3 2023, an estimated $27.4K.
  • Compagnie Lombard Odier SCmA first reported a position in Invesco Semiconductors ETF in Q4 2022 and held it in 3 quarters.
  • Compagnie Lombard Odier SCmA's Invesco Semiconductors ETF position peaked at $27.4K in Q2 2023.
  • 120 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q3 2023.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q3 2023, filed 23 Oct 2023.