Macroview Investment Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Macroview Investment Management’s Portfolio KBWB Stock Details KBWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-59	Closed	-$2.37K	–	743
2023 Q3	$2.37K	Hold	59	–	–	﹤0.01%	548
2023 Q2	$2.42K	Sell	59 -502	-89%	-$20.4K	﹤0.01%	389
2023 Q1	$23.5K	Hold	561	–	–	0.04%	126
2022 Q4	$29K	Sell	561 -6	-1%	-$315	0.05%	114
2022 Q3	$28K	Sell	567 -172	-23%	-$9.38K	0.05%	99
2022 Q2	$38K	Sell	739 -1,775	-71%	-$102K	0.06%	103
2022 Q1	$160K	Sell	2,514 -19,201	-88%	-$1.33M	0.23%	56
2021 Q4	$1.47M	Buy	21,715 +901	+4%	+$63K	1.88%	20
2021 Q3	$1.4M	Sell	20,814 -7,111	-25%	-$461K	1.81%	20
2021 Q2	$1.8M	Buy	27,925 +384	+1%	+$25.2K	2.41%	14
2021 Q1	$1.71M	Buy	27,541 +1,129	+4%	+$65K	2.44%	13
2020 Q4	$1.33M	Buy	26,412 +234	+0.9%	+$10.4K	1.98%	18
2020 Q3	$981K	Buy	+26,178	New	+$1.01M	1.68%	19

Other funds holding KBWB

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Macroview Investment Management's KBWB Position: Q4 2023 in Review

Macroview Investment Management sold out of Invesco KBW Bank ETF (KBWB) in Q4 2023, closing a stake of 59 shares — an estimated $2.37K sold.

Macroview Investment Management first reported a position in KBWB in Q3 2020 and held it in 13 quarters. The position peaked at $1.8M in Q2 2021. 159 funds tracked by Wall St. Rank hold KBWB as of Q4 2023.

Macroview Investment Management reported no remaining Invesco KBW Bank ETF position as of Q4 2023 after selling out during the quarter.
Macroview Investment Management sold 59 Invesco KBW Bank ETF shares in Q4 2023, an estimated $2.37K.
Macroview Investment Management first reported a position in Invesco KBW Bank ETF in Q3 2020 and held it in 13 quarters.
Macroview Investment Management's Invesco KBW Bank ETF position peaked at $1.8M in Q2 2021.
159 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2023.

Based on Macroview Investment Management's 13F filing for Q4 2023, filed 30 Jan 2024.