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Sheets Smith Wealth Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Sheets Smith Wealth Management’s Portfolio PSR Stock Details PSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-500
Closed -$39.5K – 453
2023
Q3 		$39.5K Buy
+500
New +$42.7K 0.01% 396

Other funds holding PSR

MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Sheets Smith Wealth Management sold out of Invesco Active US Real Estate Fund (PSR) in Q4 2023, closing a stake of 500 shares — an estimated $39.5K sold.

Sheets Smith Wealth Management first reported a position in PSR in Q3 2023 and held it in 1 quarter. The position peaked at $39.5K in Q3 2023. 57 funds tracked by Wall St. Rank hold PSR as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining Invesco Active US Real Estate Fund position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 500 Invesco Active US Real Estate Fund shares in Q4 2023, an estimated $39.5K.
  • Sheets Smith Wealth Management first reported a position in Invesco Active US Real Estate Fund in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's Invesco Active US Real Estate Fund position peaked at $39.5K in Q3 2023.
  • 57 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2023.

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