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Plante Moran Financial Advisors’s Invesco Semiconductors ETF PSI Stock Holding History

Plante Moran Financial Advisors’s Portfolio PSI Stock Details PSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-36
Closed -$2K – 1077
2021
Q3 		$2K Buy
+36
New +$1.53K ﹤0.01% 874

Other funds holding PSI

MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $654M AUM 26.48% 1-Year Est. Return

Plante Moran Financial Advisors's PSI Position: Q4 2021 in Review

Plante Moran Financial Advisors sold out of Invesco Semiconductors ETF (PSI) in Q4 2021, closing a stake of 36 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in PSI in Q3 2021 and held it in 1 quarter. The position peaked at $2K in Q3 2021. 125 funds tracked by Wall St. Rank hold PSI as of Q4 2021.

  • Plante Moran Financial Advisors reported no remaining Invesco Semiconductors ETF position as of Q4 2021 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 36 Invesco Semiconductors ETF shares in Q4 2021, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in Invesco Semiconductors ETF in Q3 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Invesco Semiconductors ETF position peaked at $2K in Q3 2021.
  • 125 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2021.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.