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Compagnie Lombard Odier SCmA’s Invesco Solar ETF TAN Stock Holding History

Compagnie Lombard Odier SCmA’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-600
Closed -$44K – 697
2022
Q4 		$44K Sell
600
-650
-52% -$49K ﹤0.01% 488
2022
Q3 		$92K Buy
1,250
+430
+52% +$34.7K ﹤0.01% 399
2022
Q2 		$59K Hold
820
– – ﹤0.01% 423
2022
Q1 		$62K Sell
820
-10
-1% -$691 ﹤0.01% 424
2021
Q4 		$64K Hold
830
– – ﹤0.01% 485
2021
Q3 		$67K Hold
830
– – ﹤0.01% 473
2021
Q2 		$74K Buy
+830
New +$67.5K ﹤0.01% 445
2016
Q3 		– Sell
-600
Closed -$13K – 930
2016
Q2 		$13K Hold
600
– – ﹤0.01% 812
2016
Q1 		$14K Buy
+600
New +$14.4K ﹤0.01% 858

Other funds holding TAN

Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return