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Fourpath Capital Management’s Invesco Building & Construction ETF PKB Stock Holding History

Fourpath Capital Management’s Portfolio PKB Stock Details PKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-300
Closed -$23.9K – 617
2024
Q3 		$23.9K Buy
+300
New +$21.8K ﹤0.01% 407

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Morgan Stanley
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fourpath Capital Management's PKB Position: Q4 2024 in Review

Fourpath Capital Management sold out of Invesco Building & Construction ETF (PKB) in Q4 2024, closing a stake of 300 shares — an estimated $23.9K sold.

Fourpath Capital Management first reported a position in PKB in Q3 2024 and held it in 1 quarter. The position peaked at $23.9K in Q3 2024. 91 funds tracked by Wall St. Rank hold PKB as of Q4 2024.

  • Fourpath Capital Management reported no remaining Invesco Building & Construction ETF position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 300 Invesco Building & Construction ETF shares in Q4 2024, an estimated $23.9K.
  • Fourpath Capital Management first reported a position in Invesco Building & Construction ETF in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's Invesco Building & Construction ETF position peaked at $23.9K in Q3 2024.
  • 91 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.