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Newbridge Financial Services Group’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Newbridge Financial Services Group’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-55
Closed -$2K – 1512
2021
Q3 		$2K Buy
+55
New +$2.01K ﹤0.01% 1193

Other funds holding PRFZ

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Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Newbridge Financial Services Group's PRFZ Position: Q4 2021 in Review

Newbridge Financial Services Group sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2021, closing a stake of 55 shares — an estimated $2K sold.

Newbridge Financial Services Group first reported a position in PRFZ in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 195 funds tracked by Wall St. Rank hold PRFZ as of Q4 2021.

  • Newbridge Financial Services Group reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 55 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2021, an estimated $2K.
  • Newbridge Financial Services Group first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2021 and held it in 1 quarter.
  • Newbridge Financial Services Group's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $2K in Q3 2021.
  • 195 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2021.

Based on Newbridge Financial Services Group's 13F filing for Q4 2021, filed 19 Jan 2022.