TFO
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Tarbox Family Office’s Invesco Semiconductors ETF PSI Stock Holding History

Tarbox Family Office’s Portfolio PSI Stock Details PSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-153
Closed -$7K – 1173
2021
Q3 		$7K Buy
+153
New +$6.52K ﹤0.01% 564

Other funds holding PSI

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

Tarbox Family Office's PSI Position: Q4 2021 in Review

Tarbox Family Office sold out of Invesco Semiconductors ETF (PSI) in Q4 2021, closing a stake of 153 shares — an estimated $7K sold.

Tarbox Family Office first reported a position in PSI in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 125 funds tracked by Wall St. Rank hold PSI as of Q4 2021.

  • Tarbox Family Office reported no remaining Invesco Semiconductors ETF position as of Q4 2021 after selling out during the quarter.
  • Tarbox Family Office sold 153 Invesco Semiconductors ETF shares in Q4 2021, an estimated $7K.
  • Tarbox Family Office first reported a position in Invesco Semiconductors ETF in Q3 2021 and held it in 1 quarter.
  • Tarbox Family Office's Invesco Semiconductors ETF position peaked at $7K in Q3 2021.
  • 125 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2021.

Based on Tarbox Family Office's 13F filing for Q4 2021, filed 6 Jan 2022.