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Merrion Investment Management’s Invesco Solar ETF TAN Stock Holding History

Merrion Investment Management’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-40
Closed -$4K – 214
2020
Q4 		$4K Buy
+40
New +$3.2K ﹤0.01% 222

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PVH
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Morgan Stanley
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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Merrion Investment Management's TAN Position: Q1 2021 in Review

Merrion Investment Management sold out of Invesco Solar ETF (TAN) in Q1 2021, closing a stake of 40 shares — an estimated $4K sold.

Merrion Investment Management first reported a position in TAN in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 307 funds tracked by Wall St. Rank hold TAN as of Q1 2021.

  • Merrion Investment Management reported no remaining Invesco Solar ETF position as of Q1 2021 after selling out during the quarter.
  • Merrion Investment Management sold 40 Invesco Solar ETF shares in Q1 2021, an estimated $4K.
  • Merrion Investment Management first reported a position in Invesco Solar ETF in Q4 2020 and held it in 1 quarter.
  • Merrion Investment Management's Invesco Solar ETF position peaked at $4K in Q4 2020.
  • 307 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q1 2021.

Based on Merrion Investment Management's 13F filing for Q1 2021, filed 29 Apr 2021.