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Northstar Wealth Partners’s Invesco Water Resources ETF PHO Stock Holding History

Northstar Wealth Partners’s Portfolio PHO Stock Details PHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-5,305
Closed -$204K – 179
2019
Q4 		$204K Buy
+5,305
New +$197K 0.08% 179

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FNBTCON
First National Bank & Trust Co of Newtown Newtown, Pennsylvania $492M AUM 22.46% 1-Year Est. Return

Northstar Wealth Partners's PHO Position: Q1 2020 in Review

Northstar Wealth Partners sold out of Invesco Water Resources ETF (PHO) in Q1 2020, closing a stake of 5,305 shares — an estimated $204K sold.

Northstar Wealth Partners first reported a position in PHO in Q4 2019 and held it in 1 quarter. The position peaked at $204K in Q4 2019. 205 funds tracked by Wall St. Rank hold PHO as of Q1 2020.

  • Northstar Wealth Partners reported no remaining Invesco Water Resources ETF position as of Q1 2020 after selling out during the quarter.
  • Northstar Wealth Partners sold 5,305 Invesco Water Resources ETF shares in Q1 2020, an estimated $204K.
  • Northstar Wealth Partners first reported a position in Invesco Water Resources ETF in Q4 2019 and held it in 1 quarter.
  • Northstar Wealth Partners's Invesco Water Resources ETF position peaked at $204K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held Invesco Water Resources ETF as of Q1 2020.

Based on Northstar Wealth Partners's 13F filing for Q1 2020, filed 15 May 2020.