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First Personal Financial Services’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

First Personal Financial Services’s Portfolio PXF Stock Details PXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-902
Closed -$27K – 305
2020
Q1 		$27K Buy
+902
New +$34.3K 0.01% 214

Other funds holding PXF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

First Personal Financial Services's PXF Position: Q2 2020 in Review

First Personal Financial Services sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q2 2020, closing a stake of 902 shares — an estimated $27K sold.

First Personal Financial Services first reported a position in PXF in Q1 2020 and held it in 1 quarter. The position peaked at $27K in Q1 2020. 86 funds tracked by Wall St. Rank hold PXF as of Q2 2020.

  • First Personal Financial Services reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q2 2020 after selling out during the quarter.
  • First Personal Financial Services sold 902 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q2 2020, an estimated $27K.
  • First Personal Financial Services first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q1 2020 and held it in 1 quarter.
  • First Personal Financial Services's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $27K in Q1 2020.
  • 86 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q2 2020.

Based on First Personal Financial Services's 13F filing for Q2 2020, filed 3 Aug 2020.