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FAS Wealth Partners’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

FAS Wealth Partners’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-95
Closed -$3K – 312
2019
Q4 		$3K Buy
+95
New +$2.93K ﹤0.01% 282

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CIC
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DSA
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Bank of America
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Ameriprise
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BOTW
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CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

FAS Wealth Partners's PDN Position: Q1 2020 in Review

FAS Wealth Partners sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q1 2020, closing a stake of 95 shares — an estimated $3K sold.

FAS Wealth Partners first reported a position in PDN in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 59 funds tracked by Wall St. Rank hold PDN as of Q1 2020.

  • FAS Wealth Partners reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q1 2020 after selling out during the quarter.
  • FAS Wealth Partners sold 95 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q1 2020, an estimated $3K.
  • FAS Wealth Partners first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q4 2019 and held it in 1 quarter.
  • FAS Wealth Partners's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $3K in Q4 2019.
  • 59 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q1 2020.

Based on FAS Wealth Partners's 13F filing for Q1 2020, filed 14 May 2020.