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Warwick Investment Management’s Invesco Energy Exploration & Production ETF PXE Stock Holding History

Warwick Investment Management’s Portfolio PXE Stock Details PXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-8,992
Closed -$248K – 94
2022
Q3 		$248K Buy
+8,992
New +$255K 0.15% 35

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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Warwick Investment Management's PXE Position: Q4 2022 in Review

Warwick Investment Management sold out of Invesco Energy Exploration & Production ETF (PXE) in Q4 2022, closing a stake of 8,992 shares — an estimated $248K sold.

Warwick Investment Management first reported a position in PXE in Q3 2022 and held it in 1 quarter. The position peaked at $248K in Q3 2022. 86 funds tracked by Wall St. Rank hold PXE as of Q4 2022.

  • Warwick Investment Management reported no remaining Invesco Energy Exploration & Production ETF position as of Q4 2022 after selling out during the quarter.
  • Warwick Investment Management sold 8,992 Invesco Energy Exploration & Production ETF shares in Q4 2022, an estimated $248K.
  • Warwick Investment Management first reported a position in Invesco Energy Exploration & Production ETF in Q3 2022 and held it in 1 quarter.
  • Warwick Investment Management's Invesco Energy Exploration & Production ETF position peaked at $248K in Q3 2022.
  • 86 funds tracked by Wall St. Rank held Invesco Energy Exploration & Production ETF as of Q4 2022.

Based on Warwick Investment Management's 13F filing for Q4 2022, filed 8 Feb 2023.