Lehman & Derafelo Financial Resources’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Lehman & Derafelo Financial Resources’s Portfolio PBE Stock Details PBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-300	Closed	-$18K	–	162
2022 Q3	$18K	Hold	300	–	–	0.01%	150
2022 Q2	$17K	Buy	+300	New	+$17.3K	0.01%	157
2021 Q4	–	Sell	-300	Closed	-$22K	–	159
2021 Q3	$22K	Hold	300	–	–	0.01%	151
2021 Q2	$23K	Hold	300	–	–	0.01%	175
2021 Q1	$22K	Sell	300 -300	-50%	-$22.7K	0.01%	174
2020 Q4	$42K	Hold	600	–	–	0.01%	153
2020 Q3	$34K	Hold	600	–	–	0.01%	186
2020 Q2	$35K	Hold	600	–	–	0.01%	169
2020 Q1	$28K	Hold	600	–	–	0.01%	128
2019 Q4	$34K	Hold	600	–	–	0.01%	145
2019 Q3	$28K	Hold	600	–	–	0.01%	137
2019 Q2	$32K	Hold	600	–	–	0.01%	134
2019 Q1	$33K	Hold	600	–	–	0.01%	136
2018 Q4	$28K	Buy	+600	New	+$30.8K	0.01%	128

Other funds holding PBE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

YIA

YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

Lehman & Derafelo Financial Resources's PBE Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Invesco Biotechnology & Genome ETF (PBE) in Q4 2022, closing a stake of 300 shares — an estimated $18K sold.

Lehman & Derafelo Financial Resources first reported a position in PBE in Q4 2018 and held it in 14 quarters. The position peaked at $42K in Q4 2020. 103 funds tracked by Wall St. Rank hold PBE as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Invesco Biotechnology & Genome ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 300 Invesco Biotechnology & Genome ETF shares in Q4 2022, an estimated $18K.
Lehman & Derafelo Financial Resources first reported a position in Invesco Biotechnology & Genome ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's Invesco Biotechnology & Genome ETF position peaked at $42K in Q4 2020.
103 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.