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Logan Capital Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Logan Capital Management’s Portfolio PXE Stock Details PXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-197
Closed -$6.09K – 488
2023
Q4 		$6.09K Buy
+197
New +$6.2K ﹤0.01% 427
2023
Q1 		– Sell
-630
Closed -$18.6K – 517
2022
Q4 		$18.6K Buy
+630
New +$20K ﹤0.01% 407

Other funds holding PXE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Logan Capital Management's PXE Position: Q1 2024 in Review

Logan Capital Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q1 2024, closing a stake of 197 shares — an estimated $6.09K sold.

Logan Capital Management first reported a position in PXE in Q4 2022 and held it in 2 quarters. The position peaked at $18.6K in Q4 2022. 60 funds tracked by Wall St. Rank hold PXE as of Q1 2024.

  • Logan Capital Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q1 2024 after selling out during the quarter.
  • Logan Capital Management sold 197 Invesco Energy Exploration & Production ETF shares in Q1 2024, an estimated $6.09K.
  • Logan Capital Management first reported a position in Invesco Energy Exploration & Production ETF in Q4 2022 and held it in 2 quarters.
  • Logan Capital Management's Invesco Energy Exploration & Production ETF position peaked at $18.6K in Q4 2022.
  • 60 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q1 2024.

Based on Logan Capital Management's 13F filing for Q1 2024, filed 13 May 2024.