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Red Door Wealth Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Red Door Wealth Management’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-800
Closed -$17K – 329
2020
Q2 		$17K Buy
+800
New +$16.4K 0.01% 260

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Red Door Wealth Management's PRFZ Position: Q3 2020 in Review

Red Door Wealth Management sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q3 2020, closing a stake of 800 shares — an estimated $17K sold.

Red Door Wealth Management first reported a position in PRFZ in Q2 2020 and held it in 1 quarter. The position peaked at $17K in Q2 2020. 153 funds tracked by Wall St. Rank hold PRFZ as of Q3 2020.

  • Red Door Wealth Management reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q3 2020 after selling out during the quarter.
  • Red Door Wealth Management sold 800 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q3 2020, an estimated $17K.
  • Red Door Wealth Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q2 2020 and held it in 1 quarter.
  • Red Door Wealth Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $17K in Q2 2020.
  • 153 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2020.

Based on Red Door Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.