WestHill Financial Advisors’s Invesco FTSE RAFI US 1000 ETF PRF Stock Holding History

WestHill Financial Advisors’s Portfolio PRF Stock Details PRF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-240	Closed	-$7.64K	–	98
2023 Q3	$7.64K	Hold	240	–	–	﹤0.01%	105
2023 Q2	$7.86K	Hold	240	–	–	﹤0.01%	100
2023 Q1	$7.53K	Hold	240	–	–	﹤0.01%	102
2022 Q4	$7.45K	Hold	240	–	–	﹤0.01%	108
2022 Q3	$7K	Hold	240	–	–	﹤0.01%	98
2022 Q2	$7K	Hold	240	–	–	﹤0.01%	103
2022 Q1	$8K	Hold	240	–	–	﹤0.01%	110
2021 Q4	$8K	Hold	240	–	–	﹤0.01%	112
2021 Q3	$8K	Buy	+240	New	+$7.76K	﹤0.01%	96

Other funds holding PRF

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WestHill Financial Advisors's PRF Position: Q4 2023 in Review

WestHill Financial Advisors sold out of Invesco FTSE RAFI US 1000 ETF (PRF) in Q4 2023, closing a stake of 240 shares — an estimated $7.64K sold.

WestHill Financial Advisors first reported a position in PRF in Q3 2021 and held it in 9 quarters. The position peaked at $8K in Q1 2022. 464 funds tracked by Wall St. Rank hold PRF as of Q4 2023.

WestHill Financial Advisors reported no remaining Invesco FTSE RAFI US 1000 ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 240 Invesco FTSE RAFI US 1000 ETF shares in Q4 2023, an estimated $7.64K.
WestHill Financial Advisors first reported a position in Invesco FTSE RAFI US 1000 ETF in Q3 2021 and held it in 9 quarters.
WestHill Financial Advisors's Invesco FTSE RAFI US 1000 ETF position peaked at $8K in Q1 2022.
464 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1000 ETF as of Q4 2023.

Based on WestHill Financial Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.