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Gryphon Financial Partners’s Invesco Solar ETF TAN Stock Holding History

Gryphon Financial Partners’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-125
Closed -$11K – 203
2021
Q2 		$11K Buy
+125
New +$10.2K ﹤0.01% 170

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Jane Street
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gryphon Financial Partners's TAN Position: Q3 2021 in Review

Gryphon Financial Partners sold out of Invesco Solar ETF (TAN) in Q3 2021, closing a stake of 125 shares — an estimated $11K sold.

Gryphon Financial Partners first reported a position in TAN in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 307 funds tracked by Wall St. Rank hold TAN as of Q3 2021.

  • Gryphon Financial Partners reported no remaining Invesco Solar ETF position as of Q3 2021 after selling out during the quarter.
  • Gryphon Financial Partners sold 125 Invesco Solar ETF shares in Q3 2021, an estimated $11K.
  • Gryphon Financial Partners first reported a position in Invesco Solar ETF in Q2 2021 and held it in 1 quarter.
  • Gryphon Financial Partners's Invesco Solar ETF position peaked at $11K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2021.

Based on Gryphon Financial Partners's 13F filing for Q3 2021, filed 12 Nov 2021.