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Evermay Wealth Management’s Invesco International Dividend Achievers ETF PID Stock Holding History

Evermay Wealth Management’s Portfolio PID Stock Details PID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,149
Closed -$20K – 544
2022
Q2 		$20K Buy
+1,149
New +$21.3K ﹤0.01% 342

Other funds holding PID

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Evermay Wealth Management's PID Position: Q3 2022 in Review

Evermay Wealth Management sold out of Invesco International Dividend Achievers ETF (PID) in Q3 2022, closing a stake of 1,149 shares — an estimated $20K sold.

Evermay Wealth Management first reported a position in PID in Q2 2022 and held it in 1 quarter. The position peaked at $20K in Q2 2022. 121 funds tracked by Wall St. Rank hold PID as of Q3 2022.

  • Evermay Wealth Management reported no remaining Invesco International Dividend Achievers ETF position as of Q3 2022 after selling out during the quarter.
  • Evermay Wealth Management sold 1,149 Invesco International Dividend Achievers ETF shares in Q3 2022, an estimated $20K.
  • Evermay Wealth Management first reported a position in Invesco International Dividend Achievers ETF in Q2 2022 and held it in 1 quarter.
  • Evermay Wealth Management's Invesco International Dividend Achievers ETF position peaked at $20K in Q2 2022.
  • 121 funds tracked by Wall St. Rank held Invesco International Dividend Achievers ETF as of Q3 2022.

Based on Evermay Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.