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Ulrich Consultants & Investment Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Ulrich Consultants & Investment Group’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-55,254
Closed -$2.66M – 43
2022
Q3 		$2.66M Sell
55,254
-1,731
-3% -$94.3K 2.05% 15
2022
Q2 		$2.6M Buy
+56,985
New +$2.99M 1.43% 18

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ulrich Consultants & Investment Group's PBW Position: Q4 2022 in Review

Ulrich Consultants & Investment Group sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q4 2022, closing a stake of 55,254 shares — an estimated $2.66M sold.

Ulrich Consultants & Investment Group first reported a position in PBW in Q2 2022 and held it in 2 quarters. The position peaked at $2.66M in Q3 2022. 188 funds tracked by Wall St. Rank hold PBW as of Q4 2022.

  • Ulrich Consultants & Investment Group reported no remaining Invesco WilderHill Clean Energy ETF position as of Q4 2022 after selling out during the quarter.
  • Ulrich Consultants & Investment Group sold 55,254 Invesco WilderHill Clean Energy ETF shares in Q4 2022, an estimated $2.66M.
  • Ulrich Consultants & Investment Group first reported a position in Invesco WilderHill Clean Energy ETF in Q2 2022 and held it in 2 quarters.
  • Ulrich Consultants & Investment Group's Invesco WilderHill Clean Energy ETF position peaked at $2.66M in Q3 2022.
  • 188 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q4 2022.

Based on Ulrich Consultants & Investment Group's 13F filing for Q4 2022, filed 3 Feb 2023.