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Lenox Wealth Advisors’s Invesco Biotechnology & Genome ETF PBE Stock Holding History

Lenox Wealth Advisors’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
2020
Q1 		– Sell
-54
Closed -$3K – 895
2019
Q4 		$3K Buy
+54
New +$2.81K ﹤0.01% 556

Other funds holding PBE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return

Lenox Wealth Advisors's PBE Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of Invesco Biotechnology & Genome ETF (PBE) in Q1 2020, closing a stake of 54 shares — an estimated $3K sold.

Lenox Wealth Advisors first reported a position in PBE in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 76 funds tracked by Wall St. Rank hold PBE as of Q1 2020.

  • Lenox Wealth Advisors reported no remaining Invesco Biotechnology & Genome ETF position as of Q1 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 54 Invesco Biotechnology & Genome ETF shares in Q1 2020, an estimated $3K.
  • Lenox Wealth Advisors first reported a position in Invesco Biotechnology & Genome ETF in Q4 2019 and held it in 1 quarter.
  • Lenox Wealth Advisors's Invesco Biotechnology & Genome ETF position peaked at $3K in Q4 2019.
  • 76 funds tracked by Wall St. Rank held Invesco Biotechnology & Genome ETF as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.