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Piedmont Capital Management (Montana)’s Invesco Solar ETF TAN Stock Holding History

Piedmont Capital Management (Montana)’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-59,136
Closed -$5.17M – 47
2021
Q2 		$5.17M Buy
59,136
+2,135
+4% +$174K 4.3% 7
2021
Q1 		$5.09M Buy
57,001
+1,169
+2% +$123K 4.76% 7
2020
Q4 		$5.74M Buy
+55,832
New +$4.47M 5.81% 7

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Piedmont Capital Management (Montana)'s TAN Position: Q3 2021 in Review

Piedmont Capital Management (Montana) sold out of Invesco Solar ETF (TAN) in Q3 2021, closing a stake of 59,136 shares — an estimated $5.17M sold.

Piedmont Capital Management (Montana) first reported a position in TAN in Q4 2020 and held it in 3 quarters. The position peaked at $5.74M in Q4 2020. 307 funds tracked by Wall St. Rank hold TAN as of Q3 2021.

  • Piedmont Capital Management (Montana) reported no remaining Invesco Solar ETF position as of Q3 2021 after selling out during the quarter.
  • Piedmont Capital Management (Montana) sold 59,136 Invesco Solar ETF shares in Q3 2021, an estimated $5.17M.
  • Piedmont Capital Management (Montana) first reported a position in Invesco Solar ETF in Q4 2020 and held it in 3 quarters.
  • Piedmont Capital Management (Montana)'s Invesco Solar ETF position peaked at $5.74M in Q4 2020.
  • 307 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q3 2021.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q3 2021, filed 12 Nov 2021.