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Corda Investment Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Corda Investment Management’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-220,907
Closed -$8.28M – 61
2020
Q3 		$8.28M Buy
+220,907
New +$8.55M 0.9% 41

Other funds holding KBWB

VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ACI
AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Corda Investment Management's KBWB Position: Q4 2020 in Review

Corda Investment Management sold out of Invesco KBW Bank ETF (KBWB) in Q4 2020, closing a stake of 220,907 shares — an estimated $8.28M sold.

Corda Investment Management first reported a position in KBWB in Q3 2020 and held it in 1 quarter. The position peaked at $8.28M in Q3 2020. 86 funds tracked by Wall St. Rank hold KBWB as of Q4 2020.

  • Corda Investment Management reported no remaining Invesco KBW Bank ETF position as of Q4 2020 after selling out during the quarter.
  • Corda Investment Management sold 220,907 Invesco KBW Bank ETF shares in Q4 2020, an estimated $8.28M.
  • Corda Investment Management first reported a position in Invesco KBW Bank ETF in Q3 2020 and held it in 1 quarter.
  • Corda Investment Management's Invesco KBW Bank ETF position peaked at $8.28M in Q3 2020.
  • 86 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2020.

Based on Corda Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.