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Oakworth Capital’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Oakworth Capital’s Portfolio PXF Stock Details PXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,397
Closed -$50K – 596
2020
Q3 		$50K Buy
+1,397
New +$50.6K 0.01% 273

Other funds holding PXF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BO
BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Oakworth Capital's PXF Position: Q4 2020 in Review

Oakworth Capital sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2020, closing a stake of 1,397 shares — an estimated $50K sold.

Oakworth Capital first reported a position in PXF in Q3 2020 and held it in 1 quarter. The position peaked at $50K in Q3 2020. 100 funds tracked by Wall St. Rank hold PXF as of Q4 2020.

  • Oakworth Capital reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2020 after selling out during the quarter.
  • Oakworth Capital sold 1,397 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2020, an estimated $50K.
  • Oakworth Capital first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2020 and held it in 1 quarter.
  • Oakworth Capital's Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $50K in Q3 2020.
  • 100 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2020.

Based on Oakworth Capital's 13F filing for Q4 2020, filed 12 Feb 2021.