Sandy Spring Bank’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Sandy Spring Bank’s Portfolio PBW Stock Details PBW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-37	Closed	-$3K	–	1169
2021 Q2	$3K	Hold	37	–	–	﹤0.01%	1046
2021 Q1	$4K	Buy	+37	New	+$4.23K	﹤0.01%	901

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

Sandy Spring Bank's PBW Position: Q3 2021 in Review

Sandy Spring Bank sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q3 2021, closing a stake of 37 shares — an estimated $3K sold.

Sandy Spring Bank first reported a position in PBW in Q1 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2021. 239 funds tracked by Wall St. Rank hold PBW as of Q3 2021.

Sandy Spring Bank reported no remaining Invesco WilderHill Clean Energy ETF position as of Q3 2021 after selling out during the quarter.
Sandy Spring Bank sold 37 Invesco WilderHill Clean Energy ETF shares in Q3 2021, an estimated $3K.
Sandy Spring Bank first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2021 and held it in 2 quarters.
Sandy Spring Bank's Invesco WilderHill Clean Energy ETF position peaked at $4K in Q1 2021.
239 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q3 2021.

Based on Sandy Spring Bank's 13F filing for Q3 2021, filed 5 Nov 2021.