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Watson Rebecca’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Watson Rebecca’s Portfolio PRFZ Stock Details PRFZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$287K Hold
12,275
– – 0.17% 64
2020
Q2 		$274K Hold
12,275
– – 0.16% 60
2020
Q1 		$223K Hold
12,275
– – 0.15% 71
2019
Q4 		$336K Buy
+12,275
New +$323K 0.2% 60

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Watson Rebecca's PRFZ Position: Q3 2020 in Review

Watson Rebecca held its Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) position steady in Q3 2020 at 12,275 shares worth $287K. The position accounts for 0.17% of the portfolio, ranked #64.

Watson Rebecca first reported a position in PRFZ in Q4 2019 and has held it in 4 quarters since. The position peaked at $336K in Q4 2019. 153 funds tracked by Wall St. Rank hold PRFZ as of Q3 2020.

  • Watson Rebecca held 12,275 shares of Invesco FTSE RAFI US 1500 Small-Mid ETF worth $287K as of Q3 2020.
  • Watson Rebecca left its Invesco FTSE RAFI US 1500 Small-Mid ETF share count unchanged in Q3 2020.
  • Invesco FTSE RAFI US 1500 Small-Mid ETF made up 0.17% of Watson Rebecca's portfolio in Q3 2020, its #64 holding.
  • Watson Rebecca first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q4 2019 and has held it in 4 quarters since.
  • Watson Rebecca's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $336K in Q4 2019.
  • 153 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q3 2020.

Based on Watson Rebecca's 13F filing for Q3 2020, filed 22 Oct 2020.