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Fernwood Investment Management’s Invesco Dorsey Wright Momentum ETF PDP Stock Holding History

Fernwood Investment Management’s Portfolio PDP Stock Details PDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-300
Closed -$29.6K – 553
2024
Q1 		$29.6K Buy
+300
New +$27.4K 0.01% 401

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RJA
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fernwood Investment Management's PDP Position: Q2 2024 in Review

Fernwood Investment Management sold out of Invesco Dorsey Wright Momentum ETF (PDP) in Q2 2024, closing a stake of 300 shares — an estimated $29.6K sold.

Fernwood Investment Management first reported a position in PDP in Q1 2024 and held it in 1 quarter. The position peaked at $29.6K in Q1 2024. 181 funds tracked by Wall St. Rank hold PDP as of Q2 2024.

  • Fernwood Investment Management reported no remaining Invesco Dorsey Wright Momentum ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 300 Invesco Dorsey Wright Momentum ETF shares in Q2 2024, an estimated $29.6K.
  • Fernwood Investment Management first reported a position in Invesco Dorsey Wright Momentum ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Invesco Dorsey Wright Momentum ETF position peaked at $29.6K in Q1 2024.
  • 181 funds tracked by Wall St. Rank held Invesco Dorsey Wright Momentum ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.