Sandy Spring Bank’s Invesco Dividend Achievers ETF PFM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-950	Closed	-$34.8K	–	1254
2023 Q1	$34.8K	Hold	950	–	–	﹤0.01%	595
2022 Q4	$34.7K	Hold	950	–	–	﹤0.01%	594
2022 Q3	$31K	Hold	950	–	–	﹤0.01%	592
2022 Q2	$33K	Hold	950	–	–	﹤0.01%	598
2022 Q1	$37K	Hold	950	–	–	﹤0.01%	600
2021 Q4	$38K	Hold	950	–	–	﹤0.01%	631
2021 Q3	$34K	Hold	950	–	–	﹤0.01%	647
2021 Q2	$34K	Hold	950	–	–	﹤0.01%	658
2021 Q1	$33K	Hold	950	–	–	﹤0.01%	588
2020 Q4	$31K	Hold	950	–	–	﹤0.01%	566
2020 Q3	$29K	Hold	950	–	–	﹤0.01%	547
2020 Q2	$27K	Hold	950	–	–	﹤0.01%	556
2020 Q1	$23K	Hold	950	–	–	﹤0.01%	554
2019 Q4	$29K	Hold	950	–	–	﹤0.01%	547
2019 Q3	$28K	Hold	950	–	–	﹤0.01%	562
2019 Q2	$27K	Hold	950	–	–	﹤0.01%	561
2019 Q1	$26K	Hold	950	–	–	﹤0.01%	539
2018 Q4	$23K	Buy	+950	New	+$25K	﹤0.01%	549

Other funds holding PFM

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

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $425M AUM 14.73% 1-Year Est. Return

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

FAM

Flaharty Asset Management Clearwater, Florida $69.9M AUM 13.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sandy Spring Bank's PFM Position: Q2 2023 in Review

Sandy Spring Bank sold out of Invesco Dividend Achievers ETF (PFM) in Q2 2023, closing a stake of 950 shares — an estimated $34.8K sold.

Sandy Spring Bank first reported a position in PFM in Q4 2018 and held it in 18 quarters. The position peaked at $38K in Q4 2021. 123 funds tracked by Wall St. Rank hold PFM as of Q2 2023.

Sandy Spring Bank reported no remaining Invesco Dividend Achievers ETF position as of Q2 2023 after selling out during the quarter.
Sandy Spring Bank sold 950 Invesco Dividend Achievers ETF shares in Q2 2023, an estimated $34.8K.
Sandy Spring Bank first reported a position in Invesco Dividend Achievers ETF in Q4 2018 and held it in 18 quarters.
Sandy Spring Bank's Invesco Dividend Achievers ETF position peaked at $38K in Q4 2021.
123 funds tracked by Wall St. Rank held Invesco Dividend Achievers ETF as of Q2 2023.

Based on Sandy Spring Bank's 13F filing for Q2 2023, filed 4 Aug 2023.