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Freestone Capital Holdings’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Freestone Capital Holdings’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-840
Closed -$86.8K – 904
2020
Q4 		$86.8K Buy
+840
New +$68.1K 0.01% 459

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HighTower Advisors
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LPL Financial
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Freestone Capital Holdings's PBW Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2021, closing a stake of 840 shares — an estimated $86.8K sold.

Freestone Capital Holdings first reported a position in PBW in Q4 2020 and held it in 1 quarter. The position peaked at $86.8K in Q4 2020. 259 funds tracked by Wall St. Rank hold PBW as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 840 Invesco WilderHill Clean Energy ETF shares in Q1 2021, an estimated $86.8K.
  • Freestone Capital Holdings first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2020 and held it in 1 quarter.
  • Freestone Capital Holdings's Invesco WilderHill Clean Energy ETF position peaked at $86.8K in Q4 2020.
  • 259 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.