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Harvest Group Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Harvest Group Wealth Management’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-50
Closed -$1K – 1018
2019
Q3 		$1K Hold
50
– – ﹤0.01% 904
2019
Q2 		$1K Sell
50
-30
-38% -$767 ﹤0.01% 787
2019
Q1 		$2K Buy
+80
New +$2.02K ﹤0.01% 660

Other funds holding PRFZ

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 $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HT
Hefren-Tillotson Pittsburgh, Pennsylvania $523M AUM 4.13% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

Harvest Group Wealth Management's PRFZ Position: Q4 2019 in Review

Harvest Group Wealth Management sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2019, closing a stake of 50 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in PRFZ in Q1 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2019. 168 funds tracked by Wall St. Rank hold PRFZ as of Q4 2019.

  • Harvest Group Wealth Management reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2019 after selling out during the quarter.
  • Harvest Group Wealth Management sold 50 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2019, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $2K in Q1 2019.
  • 168 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2019.

Based on Harvest Group Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.