Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco National AMT-Free Municipal Bond ETF PZA Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PZA Stock Details PZA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-224	Closed	-$4.95K	–	588
2023 Q3	$4.95K	Sell	224 -4,511	-95%	-$104K	﹤0.01%	553
2023 Q2	$112K	Buy	+4,735	New	+$112K	﹤0.01%	353

Other funds holding PZA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TNBTD

Trustmark National Bank Trust Department Jackson, Mississippi $1.56B AUM 16.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PZA Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco National AMT-Free Municipal Bond ETF (PZA) in Q4 2023, closing a stake of 224 shares — an estimated $4.95K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PZA in Q2 2023 and held it in 2 quarters. The position peaked at $112K in Q2 2023. 203 funds tracked by Wall St. Rank hold PZA as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco National AMT-Free Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 224 Invesco National AMT-Free Municipal Bond ETF shares in Q4 2023, an estimated $4.95K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco National AMT-Free Municipal Bond ETF in Q2 2023 and held it in 2 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Invesco National AMT-Free Municipal Bond ETF position peaked at $112K in Q2 2023.
203 funds tracked by Wall St. Rank held Invesco National AMT-Free Municipal Bond ETF as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.