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Lowe Brockenbrough & Co’s Invesco Active US Real Estate Fund PSR Stock Holding History

Lowe Brockenbrough & Co’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,350
Closed -$306K – 263
2023
Q4 		$306K Buy
+3,350
New +$277K 0.02% 237

Other funds holding PSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $710M AUM 18.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lowe Brockenbrough & Co's PSR Position: Q1 2024 in Review

Lowe Brockenbrough & Co sold out of Invesco Active US Real Estate Fund (PSR) in Q1 2024, closing a stake of 3,350 shares — an estimated $306K sold.

Lowe Brockenbrough & Co first reported a position in PSR in Q4 2023 and held it in 1 quarter. The position peaked at $306K in Q4 2023. 49 funds tracked by Wall St. Rank hold PSR as of Q1 2024.

  • Lowe Brockenbrough & Co reported no remaining Invesco Active US Real Estate Fund position as of Q1 2024 after selling out during the quarter.
  • Lowe Brockenbrough & Co sold 3,350 Invesco Active US Real Estate Fund shares in Q1 2024, an estimated $306K.
  • Lowe Brockenbrough & Co first reported a position in Invesco Active US Real Estate Fund in Q4 2023 and held it in 1 quarter.
  • Lowe Brockenbrough & Co's Invesco Active US Real Estate Fund position peaked at $306K in Q4 2023.
  • 49 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q1 2024.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2024, filed 15 May 2024.