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D'Orazio & Associates’s Invesco Building & Construction ETF PKB Stock Holding History

D'Orazio & Associates’s Portfolio PKB Stock Details PKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-25
Closed -$1K – 539
2021
Q3 		$1K Buy
+25
New +$1.25K ﹤0.01% 742

Other funds holding PKB

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

D'Orazio & Associates's PKB Position: Q4 2021 in Review

D'Orazio & Associates sold out of Invesco Building & Construction ETF (PKB) in Q4 2021, closing a stake of 25 shares — an estimated $1K sold.

D'Orazio & Associates first reported a position in PKB in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 85 funds tracked by Wall St. Rank hold PKB as of Q4 2021.

  • D'Orazio & Associates reported no remaining Invesco Building & Construction ETF position as of Q4 2021 after selling out during the quarter.
  • D'Orazio & Associates sold 25 Invesco Building & Construction ETF shares in Q4 2021, an estimated $1K.
  • D'Orazio & Associates first reported a position in Invesco Building & Construction ETF in Q3 2021 and held it in 1 quarter.
  • D'Orazio & Associates's Invesco Building & Construction ETF position peaked at $1K in Q3 2021.
  • 85 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.