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Robertson Stephens Wealth Management’s Invesco Oil & Gas Services ETF PXJ Stock Holding History

Robertson Stephens Wealth Management’s Portfolio PXJ Stock Details PXJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-7,137
Closed -$178K – 447
2023
Q1 		$178K Buy
+7,137
New +$190K 0.01% 425

Other funds holding PXJ

CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Robertson Stephens Wealth Management's PXJ Position: Q2 2023 in Review

Robertson Stephens Wealth Management sold out of Invesco Oil & Gas Services ETF (PXJ) in Q2 2023, closing a stake of 7,137 shares — an estimated $178K sold.

Robertson Stephens Wealth Management first reported a position in PXJ in Q1 2023 and held it in 1 quarter. The position peaked at $178K in Q1 2023. 27 funds tracked by Wall St. Rank hold PXJ as of Q2 2023.

  • Robertson Stephens Wealth Management reported no remaining Invesco Oil & Gas Services ETF position as of Q2 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 7,137 Invesco Oil & Gas Services ETF shares in Q2 2023, an estimated $178K.
  • Robertson Stephens Wealth Management first reported a position in Invesco Oil & Gas Services ETF in Q1 2023 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Invesco Oil & Gas Services ETF position peaked at $178K in Q1 2023.
  • 27 funds tracked by Wall St. Rank held Invesco Oil & Gas Services ETF as of Q2 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.