Sandy Spring Bank’s Invesco Global Listed Private Equity ETF PSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-267	Closed	-$12.6K	–	1199
2022 Q4	$12.6K	Buy	+267	New	+$12.6K	﹤0.01%	775

Other funds holding PSP

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

EWM

Endowment Wealth Management Appleton, Wisconsin $226M AUM 21.85% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

AWA

Aletheian Wealth Advisors Bellevue, Washington $234M AUM

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LFASL

Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return

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

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

Sandy Spring Bank sold out of Invesco Global Listed Private Equity ETF (PSP) in Q1 2023, closing a stake of 267 shares — an estimated $12.6K sold.

Sandy Spring Bank first reported a position in PSP in Q4 2022 and held it in 1 quarter. The position peaked at $12.6K in Q4 2022. 97 funds tracked by Wall St. Rank hold PSP as of Q1 2023.

Sandy Spring Bank reported no remaining Invesco Global Listed Private Equity ETF position as of Q1 2023 after selling out during the quarter.
Sandy Spring Bank sold 267 Invesco Global Listed Private Equity ETF shares in Q1 2023, an estimated $12.6K.
Sandy Spring Bank first reported a position in Invesco Global Listed Private Equity ETF in Q4 2022 and held it in 1 quarter.
Sandy Spring Bank's Invesco Global Listed Private Equity ETF position peaked at $12.6K in Q4 2022.
97 funds tracked by Wall St. Rank held Invesco Global Listed Private Equity ETF as of Q1 2023.

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