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SYM Financial Corp’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

SYM Financial Corp’s Portfolio PRF Stock Details PRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,363
Closed -$51.7K – 287
2024
Q2 		$51.7K Buy
+1,363
New +$51.4K 0.01% 204

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Mariner
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Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SYM Financial Corp's PRF Position: Q3 2024 in Review

SYM Financial Corp sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q3 2024, closing a stake of 1,363 shares — an estimated $51.7K sold.

SYM Financial Corp first reported a position in PRF in Q2 2024 and held it in 1 quarter. The position peaked at $51.7K in Q2 2024. 487 funds tracked by Wall St. Rank hold PRF as of Q3 2024.

  • SYM Financial Corp reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q3 2024 after selling out during the quarter.
  • SYM Financial Corp sold 1,363 Invesco FTSE RAFI US 1000 ETF shares in Q3 2024, an estimated $51.7K.
  • SYM Financial Corp first reported a position in Invesco FTSE RAFI US 1000 ETF in Q2 2024 and held it in 1 quarter.
  • SYM Financial Corp's Invesco FTSE RAFI US 1000 ETF position peaked at $51.7K in Q2 2024.
  • 487 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q3 2024.

Based on SYM Financial Corp's 13F filing for Q3 2024, filed 14 Nov 2024.