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Freestone Capital Holdings’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Freestone Capital Holdings’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
2021
Q1 		– Sell
-146
Closed -$6.2K – 940
2020
Q4 		$6.2K Buy
+146
New +$5.7K ﹤0.01% 949

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SFS
Solitude Financial Services Charlottesville, Virginia $338M AUM 16.4% 1-Year Est. Return

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

Freestone Capital Holdings sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q1 2021, closing a stake of 146 shares — an estimated $6.2K sold.

Freestone Capital Holdings first reported a position in PXF in Q4 2020 and held it in 1 quarter. The position peaked at $6.2K in Q4 2020. 112 funds tracked by Wall St. Rank hold PXF as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 146 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q1 2021, an estimated $6.2K.
  • Freestone Capital Holdings first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q4 2020 and held it in 1 quarter.
  • Freestone Capital Holdings's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $6.2K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q1 2021.

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