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New Hampshire Trust’s Invesco Global Clean Energy ETF PBD Stock Holding History

New Hampshire Trust’s Portfolio PBD Stock Details PBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-770
Closed -$15.2K – 289
2023
Q1 		$15.2K Hold
770
– – ﹤0.01% 327
2022
Q4 		$14.1K Buy
+770
New +$14.9K ﹤0.01% 333

Other funds holding PBD

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.4B AUM 18.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

New Hampshire Trust's PBD Position: Q2 2023 in Review

New Hampshire Trust sold out of Invesco Global Clean Energy ETF (PBD) in Q2 2023, closing a stake of 770 shares — an estimated $15.2K sold.

New Hampshire Trust first reported a position in PBD in Q4 2022 and held it in 2 quarters. The position peaked at $15.2K in Q1 2023. 73 funds tracked by Wall St. Rank hold PBD as of Q2 2023.

  • New Hampshire Trust reported no remaining Invesco Global Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
  • New Hampshire Trust sold 770 Invesco Global Clean Energy ETF shares in Q2 2023, an estimated $15.2K.
  • New Hampshire Trust first reported a position in Invesco Global Clean Energy ETF in Q4 2022 and held it in 2 quarters.
  • New Hampshire Trust's Invesco Global Clean Energy ETF position peaked at $15.2K in Q1 2023.
  • 73 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q2 2023.

Based on New Hampshire Trust's 13F filing for Q2 2023, filed 11 Jul 2023.