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Guild Investment Management’s Invesco Solar ETF TAN Stock Holding History

Guild Investment Management’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
2022
Q2 		– Sell
-39,350
Closed -$2.97M – 85
2022
Q1 		$2.97M Sell
39,350
-10
-0% -$691 3.04% 10
2021
Q4 		$3.03M Buy
39,360
+1,680
+4% +$147K 3.07% 10
2021
Q3 		$3.01M Buy
37,680
+8,080
+27% +$680K 2.9% 12
2021
Q2 		$2.64M Buy
+29,600
New +$2.41M 2.56% 14
2014
Q2 		– Sell
-57,100
Closed -$2.52M – 37
2014
Q1 		$2.52M Buy
+57,100
New +$2.45M 4.2% 8

Other funds holding TAN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Guild Investment Management's TAN Position: Q2 2022 in Review

Guild Investment Management sold out of Invesco Solar ETF (TAN) in Q2 2022, closing a stake of 39,350 shares — an estimated $2.97M sold.

Guild Investment Management first reported a position in TAN in Q1 2014 and held it in 5 quarters. The position peaked at $3.03M in Q4 2021. 303 funds tracked by Wall St. Rank hold TAN as of Q2 2022.

  • Guild Investment Management reported no remaining Invesco Solar ETF position as of Q2 2022 after selling out during the quarter.
  • Guild Investment Management sold 39,350 Invesco Solar ETF shares in Q2 2022, an estimated $2.97M.
  • Guild Investment Management first reported a position in Invesco Solar ETF in Q1 2014 and held it in 5 quarters.
  • Guild Investment Management's Invesco Solar ETF position peaked at $3.03M in Q4 2021.
  • 303 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2022.

Based on Guild Investment Management's 13F filing for Q2 2022, filed 29 Jul 2022.