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D'Orazio & Associates’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

D'Orazio & Associates’s Portfolio PSP Stock Details PSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-15
Closed -$1K – 357
2020
Q1 		$1K Hold
15
– – ﹤0.01% 317
2019
Q4 		$1K Hold
15
– – ﹤0.01% 335
2019
Q3 		$1K Buy
+15
New +$894 ﹤0.01% 337

Other funds holding PSP

BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

D'Orazio & Associates's PSP Position: Q2 2020 in Review

D'Orazio & Associates sold out of Invesco Global Listed Private Equity ETF (PSP) in Q2 2020, closing a stake of 15 shares — an estimated $1K sold.

D'Orazio & Associates first reported a position in PSP in Q3 2019 and held it in 3 quarters. The position peaked at $1K in Q1 2020. 78 funds tracked by Wall St. Rank hold PSP as of Q2 2020.

  • D'Orazio & Associates reported no remaining Invesco Global Listed Private Equity ETF position as of Q2 2020 after selling out during the quarter.
  • D'Orazio & Associates sold 15 Invesco Global Listed Private Equity ETF shares in Q2 2020, an estimated $1K.
  • D'Orazio & Associates first reported a position in Invesco Global Listed Private Equity ETF in Q3 2019 and held it in 3 quarters.
  • D'Orazio & Associates's Invesco Global Listed Private Equity ETF position peaked at $1K in Q1 2020.
  • 78 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q2 2020.

Based on D'Orazio & Associates's 13F filing for Q2 2020, filed 22 Jul 2020.