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Sandy Spring Bank’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Sandy Spring Bank’s Portfolio CSD Stock Details CSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-290
Closed -$15.2K – 1176
2022
Q4 		$15.2K Buy
+290
New +$15.3K ﹤0.01% 743

Other funds holding CSD

CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PFC
Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
PAM
Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sandy Spring Bank's CSD Position: Q1 2023 in Review

Sandy Spring Bank sold out of Invesco S&P Spin-Off ETF (CSD) in Q1 2023, closing a stake of 290 shares — an estimated $15.2K sold.

Sandy Spring Bank first reported a position in CSD in Q4 2022 and held it in 1 quarter. The position peaked at $15.2K in Q4 2022. 30 funds tracked by Wall St. Rank hold CSD as of Q1 2023.

  • Sandy Spring Bank reported no remaining Invesco S&P Spin-Off ETF position as of Q1 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 290 Invesco S&P Spin-Off ETF shares in Q1 2023, an estimated $15.2K.
  • Sandy Spring Bank first reported a position in Invesco S&P Spin-Off ETF in Q4 2022 and held it in 1 quarter.
  • Sandy Spring Bank's Invesco S&P Spin-Off ETF position peaked at $15.2K in Q4 2022.
  • 30 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q1 2023.

Based on Sandy Spring Bank's 13F filing for Q1 2023, filed 5 May 2023.