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TD Private Client Wealth’s Invesco KBW Bank ETF KBWB Stock Holding History

TD Private Client Wealth’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
-374
Closed -$19.3K – 1257
2022
Q4 		$19.3K Buy
374
+210
+128% +$11K ﹤0.01% 922
2022
Q3 		$8.06K Hold
164
– – ﹤0.01% 1022
2022
Q2 		$8.49K Buy
164
+49
+43% +$2.81K ﹤0.01% 1014
2022
Q1 		$7.33K Buy
+115
New +$7.97K ﹤0.01% 1067

Other funds holding KBWB

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
MIM
Morningstar Investment Management Chicago, Illinois $1.62B AUM 15.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

TD Private Client Wealth's KBWB Position: Q1 2023 in Review

TD Private Client Wealth sold out of Invesco KBW Bank ETF (KBWB) in Q1 2023, closing a stake of 374 shares — an estimated $19.3K sold.

TD Private Client Wealth first reported a position in KBWB in Q1 2022 and held it in 4 quarters. The position peaked at $19.3K in Q4 2022. 158 funds tracked by Wall St. Rank hold KBWB as of Q1 2023.

  • TD Private Client Wealth reported no remaining Invesco KBW Bank ETF position as of Q1 2023 after selling out during the quarter.
  • TD Private Client Wealth sold 374 Invesco KBW Bank ETF shares in Q1 2023, an estimated $19.3K.
  • TD Private Client Wealth first reported a position in Invesco KBW Bank ETF in Q1 2022 and held it in 4 quarters.
  • TD Private Client Wealth's Invesco KBW Bank ETF position peaked at $19.3K in Q4 2022.
  • 158 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2023.

Based on TD Private Client Wealth's 13F filing for Q1 2023, filed 16 Aug 2024.