WCG
PSI icon

Weaver Consulting Group’s Invesco Semiconductors ETF PSI Stock Holding History

Weaver Consulting Group’s Portfolio PSI Stock Details PSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-300
Closed -$8K – 701
2020
Q3 		$8K Hold
300
– – ﹤0.01% 608
2020
Q2 		$7K Hold
300
– – ﹤0.01% 611
2020
Q1 		$5K Buy
+300
New +$6.42K ﹤0.01% 568

Other funds holding PSI

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CCC
Crescent Capital Consulting New Orleans, Louisiana $607M AUM 22.88% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Weaver Consulting Group's PSI Position: Q4 2020 in Review

Weaver Consulting Group sold out of Invesco Semiconductors ETF (PSI) in Q4 2020, closing a stake of 300 shares — an estimated $8K sold.

Weaver Consulting Group first reported a position in PSI in Q1 2020 and held it in 3 quarters. The position peaked at $8K in Q3 2020. 77 funds tracked by Wall St. Rank hold PSI as of Q4 2020.

  • Weaver Consulting Group reported no remaining Invesco Semiconductors ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 300 Invesco Semiconductors ETF shares in Q4 2020, an estimated $8K.
  • Weaver Consulting Group first reported a position in Invesco Semiconductors ETF in Q1 2020 and held it in 3 quarters.
  • Weaver Consulting Group's Invesco Semiconductors ETF position peaked at $8K in Q3 2020.
  • 77 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.