JO
PKB icon

John Overdeck’s Invesco Building & Construction ETF PKB Stock Holding History

John Overdeck’s Portfolio PKB Stock Details PKB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-5,800
Closed -$293K – 3323
2023
Q3 		$293K Buy
+5,800
New +$314K ﹤0.01% 2498

Other funds holding PKB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

John Overdeck's PKB Position: Q4 2023 in Review

John Overdeck sold out of Invesco Building & Construction ETF (PKB) in Q4 2023, closing a stake of 5,800 shares — an estimated $293K sold.

John Overdeck first reported a position in PKB in Q3 2023 and held it in 1 quarter. The position peaked at $293K in Q3 2023. 73 funds tracked by Wall St. Rank hold PKB as of Q4 2023.

  • John Overdeck reported no remaining Invesco Building & Construction ETF position as of Q4 2023 after selling out during the quarter.
  • John Overdeck sold 5,800 Invesco Building & Construction ETF shares in Q4 2023, an estimated $293K.
  • John Overdeck first reported a position in Invesco Building & Construction ETF in Q3 2023 and held it in 1 quarter.
  • John Overdeck's Invesco Building & Construction ETF position peaked at $293K in Q3 2023.
  • 73 funds tracked by Wall St. Rank held Invesco Building & Construction ETF as of Q4 2023.

Based on Two Sigma Investments's 13F filing for Q4 2023, filed 14 Feb 2024.