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KCM Investment Advisors’s Invesco Solar ETF TAN Stock Holding History

KCM Investment Advisors’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-2,977
Closed -$225K – 415
2022
Q1 		$225K Sell
2,977
-150
-5% -$10.4K 0.01% 386
2021
Q4 		$241K Buy
3,127
+492
+19% +$43.1K 0.01% 379
2021
Q3 		$211K Sell
2,635
-1,350
-34% -$114K 0.01% 376
2021
Q2 		$356K Buy
+3,985
New +$324K 0.01% 308

Other funds holding TAN

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DCM
Discovery Capital Management South Norwalk, Connecticut $2.41B AUM 286.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
PS
Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

KCM Investment Advisors's TAN Position: Q2 2022 in Review

KCM Investment Advisors sold out of Invesco Solar ETF (TAN) in Q2 2022, closing a stake of 2,977 shares — an estimated $225K sold.

KCM Investment Advisors first reported a position in TAN in Q2 2021 and held it in 4 quarters. The position peaked at $356K in Q2 2021. 302 funds tracked by Wall St. Rank hold TAN as of Q2 2022.

  • KCM Investment Advisors reported no remaining Invesco Solar ETF position as of Q2 2022 after selling out during the quarter.
  • KCM Investment Advisors sold 2,977 Invesco Solar ETF shares in Q2 2022, an estimated $225K.
  • KCM Investment Advisors first reported a position in Invesco Solar ETF in Q2 2021 and held it in 4 quarters.
  • KCM Investment Advisors's Invesco Solar ETF position peaked at $356K in Q2 2021.
  • 302 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q2 2022.

Based on KCM Investment Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.