Twin Focus Capital Partners’s Invesco KBW Bank ETF KBWB Stock Holding History

Twin Focus Capital Partners’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
2020 Q4	–	Sell	-52,200	Closed	-$1.96M	–	169
2020 Q3	$1.96M	Hold	52,200	–	–	0.71%	30
2020 Q2	$2M	Buy	+52,200	New	+$1.95M	0.8%	28

Other funds holding KBWB

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return

Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Twin Focus Capital Partners's KBWB Position: Q4 2020 in Review

Twin Focus Capital Partners sold out of Invesco KBW Bank ETF (KBWB) in Q4 2020, closing a stake of 52,200 shares — an estimated $1.96M sold.

Twin Focus Capital Partners first reported a position in KBWB in Q2 2020 and held it in 2 quarters. The position peaked at $2M in Q2 2020. 86 funds tracked by Wall St. Rank hold KBWB as of Q4 2020.

Twin Focus Capital Partners reported no remaining Invesco KBW Bank ETF position as of Q4 2020 after selling out during the quarter.
Twin Focus Capital Partners sold 52,200 Invesco KBW Bank ETF shares in Q4 2020, an estimated $1.96M.
Twin Focus Capital Partners first reported a position in Invesco KBW Bank ETF in Q2 2020 and held it in 2 quarters.
Twin Focus Capital Partners's Invesco KBW Bank ETF position peaked at $2M in Q2 2020.
86 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2020.

Based on Twin Focus Capital Partners's 13F filing for Q4 2020, filed 16 Feb 2021.