Jacobi Capital Management’s Invesco KBW High Dividend Yield Financial ETF KBWD Stock Holding History
Bought
Maintained
Sold
Other funds holding KBWD
BCM
Jacobi Capital Management's KBWD Position: Q4 2021 in Review
Jacobi Capital Management sold out of Invesco KBW High Dividend Yield Financial ETF (KBWD) in Q4 2021, closing a stake of 400 shares — an estimated $8K sold.
Jacobi Capital Management first reported a position in KBWD in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q3 2021. 85 funds tracked by Wall St. Rank hold KBWD as of Q4 2021.
- Jacobi Capital Management reported no remaining Invesco KBW High Dividend Yield Financial ETF position as of Q4 2021 after selling out during the quarter.
- Jacobi Capital Management sold 400 Invesco KBW High Dividend Yield Financial ETF shares in Q4 2021, an estimated $8K.
- Jacobi Capital Management first reported a position in Invesco KBW High Dividend Yield Financial ETF in Q2 2021 and held it in 2 quarters.
- Jacobi Capital Management's Invesco KBW High Dividend Yield Financial ETF position peaked at $8K in Q3 2021.
- 85 funds tracked by Wall St. Rank held Invesco KBW High Dividend Yield Financial ETF as of Q4 2021.
Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.