MJP Associates’s Invesco KBW Bank ETF KBWB Stock Holding History

MJP Associates’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 Q2	–	Sell	-4,404	Closed	-$281K	–	149
2022 Q1	$281K	Sell	4,404 -16,783	-79%	-$1.16M	0.07%	113
2021 Q4	$1.48M	Buy	21,187 +3,106	+17%	+$217K	0.44%	30
2021 Q3	$1.21M	Buy	18,081 +2,620	+17%	+$170K	0.41%	34
2021 Q2	$996K	Buy	+15,461	New	+$1.02M	0.33%	41

Other funds holding KBWB

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

MJP Associates's KBWB Position: Q2 2022 in Review

MJP Associates sold out of Invesco KBW Bank ETF (KBWB) in Q2 2022, closing a stake of 4,404 shares — an estimated $281K sold.

MJP Associates first reported a position in KBWB in Q2 2021 and held it in 4 quarters. The position peaked at $1.48M in Q4 2021. 151 funds tracked by Wall St. Rank hold KBWB as of Q2 2022.

MJP Associates reported no remaining Invesco KBW Bank ETF position as of Q2 2022 after selling out during the quarter.
MJP Associates sold 4,404 Invesco KBW Bank ETF shares in Q2 2022, an estimated $281K.
MJP Associates first reported a position in Invesco KBW Bank ETF in Q2 2021 and held it in 4 quarters.
MJP Associates's Invesco KBW Bank ETF position peaked at $1.48M in Q4 2021.
151 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q2 2022.

Based on MJP Associates's 13F filing for Q2 2022, filed 11 Jul 2022.