Jim Simons
PEJ icon

Jim Simons’s Invesco Leisure and Entertainment ETF PEJ Stock Holding History

Jim Simons’s Portfolio PEJ Stock Details PEJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,900
Closed -$543K – 4297
2022
Q4 		$543K Sell
14,900
-16,600
-53% -$621K ﹤0.01% 2912
2022
Q3 		$1.09M Sell
31,500
-4,200
-12% -$163K ﹤0.01% 2435
2022
Q2 		$1.29M Buy
+35,700
New +$1.49M ﹤0.01% 2532
2021
Q2 		– Sell
-17,300
Closed -$795K – 3698
2021
Q1 		$795K Buy
+17,300
New +$798K ﹤0.01% 2710

Other funds holding PEJ

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jim Simons's PEJ Position: Q1 2023 in Review

Jim Simons sold out of Invesco Leisure and Entertainment ETF (PEJ) in Q1 2023, closing a stake of 14,900 shares — an estimated $543K sold.

Jim Simons first reported a position in PEJ in Q1 2021 and held it in 4 quarters. The position peaked at $1.29M in Q2 2022. 122 funds tracked by Wall St. Rank hold PEJ as of Q1 2023.

  • Jim Simons reported no remaining Invesco Leisure and Entertainment ETF position as of Q1 2023 after selling out during the quarter.
  • Jim Simons sold 14,900 Invesco Leisure and Entertainment ETF shares in Q1 2023, an estimated $543K.
  • Jim Simons first reported a position in Invesco Leisure and Entertainment ETF in Q1 2021 and held it in 4 quarters.
  • Jim Simons's Invesco Leisure and Entertainment ETF position peaked at $1.29M in Q2 2022.
  • 122 funds tracked by Wall St. Rank held Invesco Leisure and Entertainment ETF as of Q1 2023.

Based on Renaissance Technologies's 13F filing for Q1 2023, filed 12 May 2023.