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Sargent Bickham Lagudis’s Invesco Solar ETF TAN Stock Holding History

Sargent Bickham Lagudis’s Portfolio TAN Stock Details TAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		$93.8K Sell
1,286
-173
-12% -$13K 0.01% 347
2022
Q3 		$107K Sell
1,459
-51
-3% -$4.12K 0.01% 311
2022
Q2 		$108K Sell
1,510
-107
-7% -$7.41K 0.01% 311
2022
Q1 		$122K Buy
1,617
+694
+75% +$48K 0.01% 307
2021
Q4 		$71K Hold
923
– – 0.01% 394
2021
Q3 		$74K Hold
923
– – 0.01% 375
2021
Q2 		$82K Hold
923
– – 0.01% 370
2021
Q1 		$85K Buy
923
+21
+2% +$2.21K 0.01% 357
2020
Q4 		$93K Buy
902
+14
+2% +$1.12K 0.01% 340
2020
Q3 		$58K Buy
888
+279
+46% +$14K 0.01% 363
2020
Q2 		$22K Sell
609
-341
-36% -$10.8K ﹤0.01% 475
2020
Q1 		$24K Sell
950
-220
-19% -$7.18K ﹤0.01% 435
2019
Q4 		$36K Sell
1,170
-246
-17% -$7.11K ﹤0.01% 429
2019
Q3 		$42K Hold
1,416
– – 0.01% 371
2019
Q2 		$40K Hold
1,416
– – ﹤0.01% 398
2019
Q1 		$33K Hold
1,416
– – ﹤0.01% 446
2018
Q4 		$26K Hold
1,416
– – ﹤0.01% 454
2018
Q3 		$29K Hold
1,416
– – ﹤0.01% 446
2018
Q2 		$33K Hold
1,416
– – ﹤0.01% 423
2018
Q1 		$35K Buy
1,416
+124
+10% +$3.1K ﹤0.01% 417
2017
Q4 		$32K Hold
1,292
– – ﹤0.01% 434
2017
Q3 		$28K Buy
1,292
+620
+92% +$13.3K ﹤0.01% 451
2017
Q2 		$13K Buy
672
+115
+21% +$2.09K ﹤0.01% 539
2017
Q1 		$10K Sell
557
-656
-54% -$11.7K ﹤0.01% 600
2016
Q4 		$20K Sell
1,213
-756
-38% -$14K ﹤0.01% 462
2016
Q3 		$40K Sell
1,969
-336
-15% -$7.09K 0.01% 388
2016
Q2 		$48K Buy
2,305
+427
+23% +$9.38K 0.01% 344
2016
Q1 		$43K Buy
+1,878
New +$45K 0.01% 383

Other funds holding TAN

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Sargent Bickham Lagudis's TAN Position: Q4 2022 in Review

Sargent Bickham Lagudis reduced its Invesco Solar ETF (TAN) stake by 12% in Q4 2022, selling an estimated $13K and leaving 1,286 shares worth $93.8K. The position accounts for 0.01% of the portfolio, ranked #347.

Sargent Bickham Lagudis first reported a position in TAN in Q1 2016 and has held it in 28 quarters since. The position peaked at $122K in Q1 2022. 339 funds tracked by Wall St. Rank hold TAN as of Q4 2022.

  • Sargent Bickham Lagudis held 1,286 shares of Invesco Solar ETF worth $93.8K as of Q4 2022.
  • Sargent Bickham Lagudis sold 173 Invesco Solar ETF shares in Q4 2022, an estimated $13K.
  • Invesco Solar ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #347 holding.
  • Sargent Bickham Lagudis first reported a position in Invesco Solar ETF in Q1 2016 and has held it in 28 quarters since.
  • Sargent Bickham Lagudis's Invesco Solar ETF position peaked at $122K in Q1 2022.
  • 339 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.