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Lakewood Asset Management’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

Lakewood Asset Management’s Portfolio PXH Stock Details PXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,809
Closed -$32K – 253
2022
Q4 		$32K Buy
+1,809
New +$30.8K 0.03% 207

Other funds holding PXH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lakewood Asset Management's PXH Position: Q1 2023 in Review

Lakewood Asset Management sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q1 2023, closing a stake of 1,809 shares — an estimated $32K sold.

Lakewood Asset Management first reported a position in PXH in Q4 2022 and held it in 1 quarter. The position peaked at $32K in Q4 2022. 145 funds tracked by Wall St. Rank hold PXH as of Q1 2023.

  • Lakewood Asset Management reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 1,809 Invesco FTSE RAFI Emerging Markets ETF shares in Q1 2023, an estimated $32K.
  • Lakewood Asset Management first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Invesco FTSE RAFI Emerging Markets ETF position peaked at $32K in Q4 2022.
  • 145 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.