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Tevis Investment Management’s State Street SPDR ICE Preferred Securities ETF PSK Stock Holding History

Tevis Investment Management’s Portfolio PSK Stock Details PSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-242
Closed -$9K – 458
2022
Q2 		$9K Buy
+242
New +$8.76K 0.01% 395
2022
Q1 		– Sell
-414
Closed -$18K – 507
2021
Q4 		$18K Buy
+414
New +$17.7K 0.02% 349

Other funds holding PSK

FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
PL
Protective Life Birmingham, Alabama $30.1M AUM 0.65% 1-Year Est. Return
CFG
CNO Financial Group Carmel, Indiana $174M AUM 1.66% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SAS
Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tevis Investment Management's PSK Position: Q3 2022 in Review

Tevis Investment Management sold out of State Street SPDR ICE Preferred Securities ETF (PSK) in Q3 2022, closing a stake of 242 shares — an estimated $9K sold.

Tevis Investment Management first reported a position in PSK in Q4 2021 and held it in 2 quarters. The position peaked at $18K in Q4 2021. 194 funds tracked by Wall St. Rank hold PSK as of Q3 2022.

  • Tevis Investment Management reported no remaining State Street SPDR ICE Preferred Securities ETF position as of Q3 2022 after selling out during the quarter.
  • Tevis Investment Management sold 242 State Street SPDR ICE Preferred Securities ETF shares in Q3 2022, an estimated $9K.
  • Tevis Investment Management first reported a position in State Street SPDR ICE Preferred Securities ETF in Q4 2021 and held it in 2 quarters.
  • Tevis Investment Management's State Street SPDR ICE Preferred Securities ETF position peaked at $18K in Q4 2021.
  • 194 funds tracked by Wall St. Rank held State Street SPDR ICE Preferred Securities ETF as of Q3 2022.

Based on Tevis Investment Management's 13F filing for Q3 2022, filed 7 Nov 2022.