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Mitchell Sinkler & Starr’s Invesco KBW Bank ETF KBWB Stock Holding History

Mitchell Sinkler & Starr’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
2022
Q3 		– Sell
-5,000
Closed -$259K – 112
2022
Q2 		$259K Hold
5,000
– – 0.1% 101
2022
Q1 		$319K Hold
5,000
– – 0.1% 101
2021
Q4 		$339K Buy
+5,000
New +$350K 0.1% 97

Other funds holding KBWB

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Mitchell Sinkler & Starr's KBWB Position: Q3 2022 in Review

Mitchell Sinkler & Starr sold out of Invesco KBW Bank ETF (KBWB) in Q3 2022, closing a stake of 5,000 shares — an estimated $259K sold.

Mitchell Sinkler & Starr first reported a position in KBWB in Q4 2021 and held it in 3 quarters. The position peaked at $339K in Q4 2021. 139 funds tracked by Wall St. Rank hold KBWB as of Q3 2022.

  • Mitchell Sinkler & Starr reported no remaining Invesco KBW Bank ETF position as of Q3 2022 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 5,000 Invesco KBW Bank ETF shares in Q3 2022, an estimated $259K.
  • Mitchell Sinkler & Starr first reported a position in Invesco KBW Bank ETF in Q4 2021 and held it in 3 quarters.
  • Mitchell Sinkler & Starr's Invesco KBW Bank ETF position peaked at $339K in Q4 2021.
  • 139 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q3 2022.

Based on Mitchell Sinkler & Starr's 13F filing for Q3 2022, filed 25 Oct 2022.