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Wilbanks Smith & Thomas Asset Management’s Invesco Dorsey Wright Developed Markets Momentum ETF PIZ Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio PIZ Stock Details PIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,250
Closed -$62K – 1051
2018
Q3 		$62K Buy
+2,250
New +$62.6K ﹤0.01% 640

Other funds holding PIZ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's PIZ Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Invesco Dorsey Wright Developed Markets Momentum ETF (PIZ) in Q4 2018, closing a stake of 2,250 shares — an estimated $62K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PIZ in Q3 2018 and held it in 1 quarter. The position peaked at $62K in Q3 2018. 71 funds tracked by Wall St. Rank hold PIZ as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Invesco Dorsey Wright Developed Markets Momentum ETF position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 2,250 Invesco Dorsey Wright Developed Markets Momentum ETF shares in Q4 2018, an estimated $62K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Invesco Dorsey Wright Developed Markets Momentum ETF in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Invesco Dorsey Wright Developed Markets Momentum ETF position peaked at $62K in Q3 2018.
  • 71 funds tracked by Wall St. Rank held Invesco Dorsey Wright Developed Markets Momentum ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.