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Taylor Hoffman Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Taylor Hoffman Wealth Management’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-212
Closed -$22K – 310
2020
Q2 		$22K Buy
+212
New +$20.4K 0.01% 254
2020
Q1 		– Sell
-209
Closed -$24K – 322
2019
Q4 		$24K Buy
209
+1
+0.5% +$111 0.02% 263
2019
Q3 		$23K Hold
208
– – 0.02% 259
2019
Q2 		$22K Buy
208
+1
+0.5% +$106 0.02% 242
2019
Q1 		$22K Hold
207
– – 0.02% 247
2018
Q4 		$19K Buy
+207
New +$20.5K 0.02% 241
2018
Q2 		– Sell
-40
Closed -$4K – 427
2018
Q1 		$4K Buy
+40
New +$4.09K ﹤0.01% 352

Other funds holding RSP

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return