CS
PBJ icon

Credit Suisse’s Invesco Food & Beverage ETF PBJ Stock Holding History

Credit Suisse’s Portfolio PBJ Stock Details PBJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,200
Closed -$100K – 3596
2022
Q4 		$100K Hold
2,200
– – ﹤0.01% 3332
2022
Q3 		$92K Hold
2,200
– – ﹤0.01% 3454
2022
Q2 		$97K Buy
+2,200
New +$100K ﹤0.01% 3541

Other funds holding PBJ

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Credit Suisse's PBJ Position: Q1 2023 in Review

Credit Suisse sold out of Invesco Food & Beverage ETF (PBJ) in Q1 2023, closing a stake of 2,200 shares — an estimated $100K sold.

Credit Suisse first reported a position in PBJ in Q2 2022 and held it in 3 quarters. The position peaked at $100K in Q4 2022. 97 funds tracked by Wall St. Rank hold PBJ as of Q1 2023.

  • Credit Suisse reported no remaining Invesco Food & Beverage ETF position as of Q1 2023 after selling out during the quarter.
  • Credit Suisse sold 2,200 Invesco Food & Beverage ETF shares in Q1 2023, an estimated $100K.
  • Credit Suisse first reported a position in Invesco Food & Beverage ETF in Q2 2022 and held it in 3 quarters.
  • Credit Suisse's Invesco Food & Beverage ETF position peaked at $100K in Q4 2022.
  • 97 funds tracked by Wall St. Rank held Invesco Food & Beverage ETF as of Q1 2023.

Based on Credit Suisse's 13F filing for Q1 2023, filed 10 May 2023.