Freestone Capital Holdings
PSL icon

Freestone Capital Holdings’s Invesco Dorsey Wright Consumer Staples Momentum ETF PSL Stock Holding History

Freestone Capital Holdings’s Portfolio PSL Stock Details PSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-22
Closed -$1.91K – 934
2020
Q4 		$1.91K Hold
22
– – ﹤0.01% 1151
2020
Q3 		$1.67K Buy
+22
New +$1.63K ﹤0.01% 1058

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Lincoln National Corp
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Morgan Stanley
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Geneos Wealth Management
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Wells Fargo
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Freestone Capital Holdings sold out of Invesco Dorsey Wright Consumer Staples Momentum ETF (PSL) in Q1 2021, closing a stake of 22 shares — an estimated $1.91K sold.

Freestone Capital Holdings first reported a position in PSL in Q3 2020 and held it in 2 quarters. The position peaked at $1.91K in Q4 2020. 47 funds tracked by Wall St. Rank hold PSL as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Invesco Dorsey Wright Consumer Staples Momentum ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 22 Invesco Dorsey Wright Consumer Staples Momentum ETF shares in Q1 2021, an estimated $1.91K.
  • Freestone Capital Holdings first reported a position in Invesco Dorsey Wright Consumer Staples Momentum ETF in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Invesco Dorsey Wright Consumer Staples Momentum ETF position peaked at $1.91K in Q4 2020.
  • 47 funds tracked by Wall St. Rank held Invesco Dorsey Wright Consumer Staples Momentum ETF as of Q1 2021.

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