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Plante Moran Financial Advisors’s Invesco KBW Bank ETF KBWB Stock Holding History

Plante Moran Financial Advisors’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3
Closed -$120 – 860
2023
Q3 		$120 Buy
+3
New +$128 ﹤0.01% 739

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Plante Moran Financial Advisors's KBWB Position: Q4 2023 in Review

Plante Moran Financial Advisors sold out of Invesco KBW Bank ETF (KBWB) in Q4 2023, closing a stake of 3 shares — an estimated $120 sold.

Plante Moran Financial Advisors first reported a position in KBWB in Q3 2023 and held it in 1 quarter. The position peaked at $120 in Q3 2023. 159 funds tracked by Wall St. Rank hold KBWB as of Q4 2023.

  • Plante Moran Financial Advisors reported no remaining Invesco KBW Bank ETF position as of Q4 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 3 Invesco KBW Bank ETF shares in Q4 2023, an estimated $120.
  • Plante Moran Financial Advisors first reported a position in Invesco KBW Bank ETF in Q3 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco KBW Bank ETF position peaked at $120 in Q3 2023.
  • 159 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.