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Hamilton Point Investment Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

Hamilton Point Investment Advisors’s Portfolio PRF Stock Details PRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-680
Closed -$23.9K – 157
2023
Q4 		$23.9K Hold
680
– – ﹤0.01% 141
2023
Q3 		$21.6K Hold
680
– – 0.01% 133
2023
Q2 		$22.3K Hold
680
– – 0.01% 138
2023
Q1 		$21.3K Buy
+680
New +$21.6K 0.01% 137

Other funds holding PRF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Hamilton Point Investment Advisors's PRF Position: Q1 2024 in Review

Hamilton Point Investment Advisors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q1 2024, closing a stake of 680 shares — an estimated $23.9K sold.

Hamilton Point Investment Advisors first reported a position in PRF in Q1 2023 and held it in 4 quarters. The position peaked at $23.9K in Q4 2023. 485 funds tracked by Wall St. Rank hold PRF as of Q1 2024.

  • Hamilton Point Investment Advisors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q1 2024 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 680 Invesco FTSE RAFI US 1000 ETF shares in Q1 2024, an estimated $23.9K.
  • Hamilton Point Investment Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q1 2023 and held it in 4 quarters.
  • Hamilton Point Investment Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $23.9K in Q4 2023.
  • 485 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q1 2024.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2024, filed 7 May 2024.