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Wilbanks Smith & Thomas Asset Management’s Invesco FTSE RAFI US 1500 Small-Mid ETF PRFZ Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
Q2 		– Sell
-7,045
Closed -$232K – 528
2023
Q1 		$232K Buy
+7,045
New +$237K 0.01% 459

Other funds holding PRFZ

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $768M AUM 14.21% 1-Year Est. Return
PI
PFS Investments Duluth, Georgia $6.12B AUM 12.74% 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

Wilbanks Smith & Thomas Asset Management's PRFZ Position: Q2 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of Invesco FTSE RAFI US 1500 Small-Mid ETF (PRFZ) in Q2 2023, closing a stake of 7,045 shares — an estimated $232K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PRFZ in Q1 2023 and held it in 1 quarter. The position peaked at $232K in Q1 2023. 224 funds tracked by Wall St. Rank hold PRFZ as of Q2 2023.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Invesco FTSE RAFI US 1500 Small-Mid ETF position as of Q2 2023 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 7,045 Invesco FTSE RAFI US 1500 Small-Mid ETF shares in Q2 2023, an estimated $232K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Invesco FTSE RAFI US 1500 Small-Mid ETF in Q1 2023 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Invesco FTSE RAFI US 1500 Small-Mid ETF position peaked at $232K in Q1 2023.
  • 224 funds tracked by Wall St. Rank held Invesco FTSE RAFI US 1500 Small-Mid ETF as of Q2 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2023, filed 8 Aug 2023.