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Sheets Smith Wealth Management’s Invesco KBW Bank ETF KBWB Stock Holding History

Sheets Smith Wealth Management’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-46
Closed -$1.84K – 436
2023
Q3 		$1.84K Buy
+46
New +$1.96K ﹤0.01% 478

Other funds holding KBWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sheets Smith Wealth Management's KBWB Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Invesco KBW Bank ETF (KBWB) in Q4 2023, closing a stake of 46 shares — an estimated $1.84K sold.

Sheets Smith Wealth Management first reported a position in KBWB in Q3 2023 and held it in 1 quarter. The position peaked at $1.84K in Q3 2023. 159 funds tracked by Wall St. Rank hold KBWB as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Invesco KBW Bank ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 46 Invesco KBW Bank ETF shares in Q4 2023, an estimated $1.84K.
  • Sheets Smith Wealth Management first reported a position in Invesco KBW Bank ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Invesco KBW Bank ETF position peaked at $1.84K in Q3 2023.
  • 159 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.