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Roof Eidam Maycock Peralta (REMP)’s Invesco FTSE RAFI Developed Markets ex-US ETF PXF Stock Holding History

Roof Eidam Maycock Peralta (REMP)’s Portfolio PXF Stock Details PXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,119
Closed -$285K – 120
2022
Q3 		$285K Buy
+8,119
New +$319K 0.11% 91

Other funds holding PXF

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Roof Eidam Maycock Peralta (REMP)'s PXF Position: Q4 2022 in Review

Roof Eidam Maycock Peralta (REMP) sold out of Invesco FTSE RAFI Developed Markets ex-US ETF (PXF) in Q4 2022, closing a stake of 8,119 shares — an estimated $285K sold.

Roof Eidam Maycock Peralta (REMP) first reported a position in PXF in Q3 2022 and held it in 1 quarter. The position peaked at $285K in Q3 2022. 155 funds tracked by Wall St. Rank hold PXF as of Q4 2022.

  • Roof Eidam Maycock Peralta (REMP) reported no remaining Invesco FTSE RAFI Developed Markets ex-US ETF position as of Q4 2022 after selling out during the quarter.
  • Roof Eidam Maycock Peralta (REMP) sold 8,119 Invesco FTSE RAFI Developed Markets ex-US ETF shares in Q4 2022, an estimated $285K.
  • Roof Eidam Maycock Peralta (REMP) first reported a position in Invesco FTSE RAFI Developed Markets ex-US ETF in Q3 2022 and held it in 1 quarter.
  • Roof Eidam Maycock Peralta (REMP)'s Invesco FTSE RAFI Developed Markets ex-US ETF position peaked at $285K in Q3 2022.
  • 155 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US ETF as of Q4 2022.

Based on Roof Eidam Maycock Peralta (REMP)'s 13F filing for Q4 2022, filed 14 Feb 2023.