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Strategic Asset Management’s Invesco Active US Real Estate Fund PSR Stock Holding History

Strategic Asset 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
2021
Q4 		– Sell
-351
Closed -$37K – 509
2021
Q3 		$37K Buy
+351
New +$37.9K 0.05% 183

Other funds holding PSR

BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Strategic Asset Management's PSR Position: Q4 2021 in Review

Strategic Asset Management sold out of Invesco Active US Real Estate Fund (PSR) in Q4 2021, closing a stake of 351 shares — an estimated $37K sold.

Strategic Asset Management first reported a position in PSR in Q3 2021 and held it in 1 quarter. The position peaked at $37K in Q3 2021. 73 funds tracked by Wall St. Rank hold PSR as of Q4 2021.

  • Strategic Asset Management reported no remaining Invesco Active US Real Estate Fund position as of Q4 2021 after selling out during the quarter.
  • Strategic Asset Management sold 351 Invesco Active US Real Estate Fund shares in Q4 2021, an estimated $37K.
  • Strategic Asset Management first reported a position in Invesco Active US Real Estate Fund in Q3 2021 and held it in 1 quarter.
  • Strategic Asset Management's Invesco Active US Real Estate Fund position peaked at $37K in Q3 2021.
  • 73 funds tracked by Wall St. Rank held Invesco Active US Real Estate Fund as of Q4 2021.

Based on Strategic Asset Management's 13F filing for Q4 2021, filed 26 Jan 2022.