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Fernwood Investment Management’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Fernwood Investment Management’s Portfolio PRF Stock Details PRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-155
Closed -$5.96K – 573
2024
Q1 		$5.96K Buy
+155
New +$5.63K ﹤0.01% 622

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PNC Financial Services Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Fernwood Investment Management sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q2 2024, closing a stake of 155 shares — an estimated $5.96K sold.

Fernwood Investment Management first reported a position in PRF in Q1 2024 and held it in 1 quarter. The position peaked at $5.96K in Q1 2024. 479 funds tracked by Wall St. Rank hold PRF as of Q2 2024.

  • Fernwood Investment Management reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 155 Invesco FTSE RAFI US 1000 ETF shares in Q2 2024, an estimated $5.96K.
  • Fernwood Investment Management first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Invesco FTSE RAFI US 1000 ETF position peaked at $5.96K in Q1 2024.
  • 479 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q2 2024.

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