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Steve Schonfeld’s Invesco KBW Bank ETF KBWB Stock Holding History

Steve Schonfeld’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
Q1 		– Sell
-6,437
Closed -$332K – 2359
2022
Q4 		$332K Buy
+6,437
New +$338K ﹤0.01% 1743

Other funds holding KBWB

PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Steve Schonfeld's KBWB Position: Q1 2023 in Review

Steve Schonfeld sold out of Invesco KBW Bank ETF (KBWB) in Q1 2023, closing a stake of 6,437 shares — an estimated $332K sold.

Steve Schonfeld first reported a position in KBWB in Q4 2022 and held it in 1 quarter. The position peaked at $332K in Q4 2022. 158 funds tracked by Wall St. Rank hold KBWB as of Q1 2023.

  • Steve Schonfeld reported no remaining Invesco KBW Bank ETF position as of Q1 2023 after selling out during the quarter.
  • Steve Schonfeld sold 6,437 Invesco KBW Bank ETF shares in Q1 2023, an estimated $332K.
  • Steve Schonfeld first reported a position in Invesco KBW Bank ETF in Q4 2022 and held it in 1 quarter.
  • Steve Schonfeld's Invesco KBW Bank ETF position peaked at $332K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2023.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2023, filed 15 May 2023.