Credit Suisse’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Credit Suisse’s Portfolio PXH Stock Details PXH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-13,762	Closed	-$242K	–	3620
2022 Q4	$242K	Hold	13,762	–	–	﹤0.01%	3118
2022 Q3	$223K	Buy	+13,762	New	+$245K	﹤0.01%	3207
2018 Q4	–	Sell	-416,048	Closed	-$8.79M	–	3982
2018 Q3	$8.79M	Sell	416,048 -95,619	-19%	-$2.01M	0.01%	1338
2018 Q2	$10.6M	Buy	+511,667	New	+$11.4M	0.01%	1205

Other funds holding PXH

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Credit Suisse's PXH Position: Q1 2023 in Review

Credit Suisse sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2023, closing a stake of 13,762 shares — an estimated $242K sold.

Credit Suisse first reported a position in PXH in Q2 2018 and held it in 4 quarters. The position peaked at $10.6M in Q2 2018. 145 funds tracked by Wall St. Rank hold PXH as of Q1 2023.

Credit Suisse reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Credit Suisse sold 13,762 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2023, an estimated $242K.
Credit Suisse first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q2 2018 and held it in 4 quarters.
Credit Suisse's Invesco FTSE RAFI Emerging Markets ETF position peaked at $10.6M in Q2 2018.
145 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2023.

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