Jim Simons
KBWY icon

Jim Simons’s Invesco KBW Premium Yield Equity REIT ETF KBWY Stock Holding History

Jim Simons’s Portfolio KBWY Stock Details KBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-12,700
Closed -$241K – 4262
2022
Q3 		$241K Buy
+12,700
New +$284K ﹤0.01% 3301
2022
Q2 		– Sell
-9,500
Closed -$242K – 4414
2022
Q1 		$242K Buy
+9,500
New +$235K ﹤0.01% 3563

Other funds holding KBWY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
SWA
Strategies Wealth Advisors Grand Rapids, Michigan $995M AUM 19.35% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Jim Simons's KBWY Position: Q4 2022 in Review

Jim Simons sold out of Invesco KBW Premium Yield Equity REIT ETF (KBWY) in Q4 2022, closing a stake of 12,700 shares — an estimated $241K sold.

Jim Simons first reported a position in KBWY in Q1 2022 and held it in 2 quarters. The position peaked at $242K in Q1 2022. 66 funds tracked by Wall St. Rank hold KBWY as of Q4 2022.

  • Jim Simons reported no remaining Invesco KBW Premium Yield Equity REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Jim Simons sold 12,700 Invesco KBW Premium Yield Equity REIT ETF shares in Q4 2022, an estimated $241K.
  • Jim Simons first reported a position in Invesco KBW Premium Yield Equity REIT ETF in Q1 2022 and held it in 2 quarters.
  • Jim Simons's Invesco KBW Premium Yield Equity REIT ETF position peaked at $242K in Q1 2022.
  • 66 funds tracked by Wall St. Rank held Invesco KBW Premium Yield Equity REIT ETF as of Q4 2022.

Based on Renaissance Technologies's 13F filing for Q4 2022, filed 13 Feb 2023.