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Red Door Wealth Management’s Invesco Global Clean Energy ETF PBD Stock Holding History

Red Door Wealth Management’s Portfolio PBD Stock Details PBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-364
Closed -$11K – 467
2021
Q2 		$11K Buy
+364
New +$10.9K ﹤0.01% 427

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Morgan Stanley
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RJFSA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

Red Door Wealth Management's PBD Position: Q3 2021 in Review

Red Door Wealth Management sold out of Invesco Global Clean Energy ETF (PBD) in Q3 2021, closing a stake of 364 shares — an estimated $11K sold.

Red Door Wealth Management first reported a position in PBD in Q2 2021 and held it in 1 quarter. The position peaked at $11K in Q2 2021. 86 funds tracked by Wall St. Rank hold PBD as of Q3 2021.

  • Red Door Wealth Management reported no remaining Invesco Global Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
  • Red Door Wealth Management sold 364 Invesco Global Clean Energy ETF shares in Q3 2021, an estimated $11K.
  • Red Door Wealth Management first reported a position in Invesco Global Clean Energy ETF in Q2 2021 and held it in 1 quarter.
  • Red Door Wealth Management's Invesco Global Clean Energy ETF position peaked at $11K in Q2 2021.
  • 86 funds tracked by Wall St. Rank held Invesco Global Clean Energy ETF as of Q3 2021.

Based on Red Door Wealth Management's 13F filing for Q3 2021, filed 14 Oct 2021.