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Newbridge Financial Services Group’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Newbridge Financial Services Group’s Portfolio PXE Stock Details PXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-3,000
Closed -$57K – 1514
2021
Q3 		$57K Hold
3,000
– – 0.04% 376
2021
Q2 		$55K Buy
+3,000
New +$49.3K 0.03% 417

Other funds holding PXE

Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Newbridge Financial Services Group sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2021, closing a stake of 3,000 shares — an estimated $57K sold.

Newbridge Financial Services Group first reported a position in PXE in Q2 2021 and held it in 2 quarters. The position peaked at $57K in Q3 2021. 43 funds tracked by Wall St. Rank hold PXE as of Q4 2021.

  • Newbridge Financial Services Group reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 3,000 Invesco Energy Exploration & Production ETF shares in Q4 2021, an estimated $57K.
  • Newbridge Financial Services Group first reported a position in Invesco Energy Exploration & Production ETF in Q2 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's Invesco Energy Exploration & Production ETF position peaked at $57K in Q3 2021.
  • 43 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2021.

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