CLOS
PXE icon

Compagnie Lombard Odier SCmA’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Compagnie Lombard Odier SCmA’s Portfolio PXE Stock Details PXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,000
Closed -$110K – 699
2022
Q3 		$110K Buy
+4,000
New +$113K ﹤0.01% 378

Other funds holding PXE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Compagnie Lombard Odier SCmA's PXE Position: Q4 2022 in Review

Compagnie Lombard Odier SCmA sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2022, closing a stake of 4,000 shares — an estimated $110K sold.

Compagnie Lombard Odier SCmA first reported a position in PXE in Q3 2022 and held it in 1 quarter. The position peaked at $110K in Q3 2022. 86 funds tracked by Wall St. Rank hold PXE as of Q4 2022.

  • Compagnie Lombard Odier SCmA reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2022 after selling out during the quarter.
  • Compagnie Lombard Odier SCmA sold 4,000 Invesco Energy Exploration & Production ETF shares in Q4 2022, an estimated $110K.
  • Compagnie Lombard Odier SCmA first reported a position in Invesco Energy Exploration & Production ETF in Q3 2022 and held it in 1 quarter.
  • Compagnie Lombard Odier SCmA's Invesco Energy Exploration & Production ETF position peaked at $110K in Q3 2022.
  • 86 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2022.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q4 2022, filed 13 Feb 2023.