WestHill Financial Advisors’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

WestHill Financial Advisors’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
2023 Q4	–	Sell	-385	Closed	-$12.7K	–	99
2023 Q3	$12.7K	Hold	385	–	–	﹤0.01%	103
2023 Q2	$13.2K	Hold	385	–	–	﹤0.01%	98
2023 Q1	$12.7K	Sell	385 -140	-27%	-$4.71K	﹤0.01%	99
2022 Q4	$16.6K	Hold	525	–	–	0.01%	98
2022 Q3	$15K	Hold	525	–	–	0.01%	92
2022 Q2	$16K	Hold	525	–	–	0.01%	94
2022 Q1	$19K	Hold	525	–	–	0.01%	99
2021 Q4	$20K	Hold	525	–	–	0.01%	104
2021 Q3	$19K	Buy	+525	New	+$19.2K	0.01%	90

Other funds holding PRFZ

CSIA

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AIA

Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

WestHill Financial Advisors sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q4 2023, closing a stake of 385 shares — an estimated $12.7K sold.

WestHill Financial Advisors first reported a position in PRFZ in Q3 2021 and held it in 9 quarters. The position peaked at $20K in Q4 2021. 253 funds tracked by Wall St. Rank hold PRFZ as of Q4 2023.

WestHill Financial Advisors reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q4 2023 after selling out during the quarter.
WestHill Financial Advisors sold 385 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q4 2023, an estimated $12.7K.
WestHill Financial Advisors first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q3 2021 and held it in 9 quarters.
WestHill Financial Advisors's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $20K in Q4 2021.
253 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q4 2023.

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