MPWT
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MassMutual Private Wealth & Trust’s Invesco KBW Bank ETF KBWB Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		– Sell
-13
Closed -$534 – 2001
2023
Q2 		$534 Buy
+13
New +$529 ﹤0.01% 1767

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
WP Advisors San Francisco, California $387M AUM 21.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MassMutual Private Wealth & Trust's KBWB Position: Q3 2023 in Review

MassMutual Private Wealth & Trust sold out of Invesco KBW Bank ETF (KBWB) in Q3 2023, closing a stake of 13 shares — an estimated $534 sold.

MassMutual Private Wealth & Trust first reported a position in KBWB in Q2 2023 and held it in 1 quarter. The position peaked at $534 in Q2 2023. 142 funds tracked by Wall St. Rank hold KBWB as of Q3 2023.

  • MassMutual Private Wealth & Trust reported no remaining Invesco KBW Bank ETF position as of Q3 2023 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 13 Invesco KBW Bank ETF shares in Q3 2023, an estimated $534.
  • MassMutual Private Wealth & Trust first reported a position in Invesco KBW Bank ETF in Q2 2023 and held it in 1 quarter.
  • MassMutual Private Wealth & Trust's Invesco KBW Bank ETF position peaked at $534 in Q2 2023.
  • 142 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2023.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2023, filed 4 Oct 2023.