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Patriot Financial Group Insurance Agency’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-74
Closed -$3K – 2215
2021
Q2 		$3K Buy
+74
New +$2.84K ﹤0.01% 1800

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Patriot Financial Group Insurance Agency's PDN Position: Q3 2021 in Review

Patriot Financial Group Insurance Agency sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q3 2021, closing a stake of 74 shares — an estimated $3K sold.

Patriot Financial Group Insurance Agency first reported a position in PDN in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 82 funds tracked by Wall St. Rank hold PDN as of Q3 2021.

  • Patriot Financial Group Insurance Agency reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q3 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 74 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q3 2021, an estimated $3K.
  • Patriot Financial Group Insurance Agency first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q2 2021 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $3K in Q2 2021.
  • 82 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q3 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2021, filed 24 Nov 2021.