KeyBank National Association
PRFZ icon

KeyBank National Association’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

KeyBank National Association’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,645
Closed -$216K – 1110
2021
Q4 		$216K Buy
+5,645
New +$215K ﹤0.01% 1034

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

KeyBank National Association's PRFZ Position: Q1 2022 in Review

KeyBank National Association sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q1 2022, closing a stake of 5,645 shares — an estimated $216K sold.

KeyBank National Association first reported a position in PRFZ in Q4 2021 and held it in 1 quarter. The position peaked at $216K in Q4 2021. 191 funds tracked by Wall St. Rank hold PRFZ as of Q1 2022.

  • KeyBank National Association reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q1 2022 after selling out during the quarter.
  • KeyBank National Association sold 5,645 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q1 2022, an estimated $216K.
  • KeyBank National Association first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2021 and held it in 1 quarter.
  • KeyBank National Association's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $216K in Q4 2021.
  • 191 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q1 2022.

Based on KeyBank National Association's 13F filing for Q1 2022, filed 28 Apr 2022.