William Blair & Company
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William Blair & Company’s Invesco Dorsey Wright Financial Momentum ETF PFI Stock Holding History

William Blair & Company’s Portfolio PFI Stock Details PFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-250
Closed -$13K – 1927
2021
Q2 		$13K Buy
+250
New +$12.7K ﹤0.01% 1805

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Ameriprise
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Royal Bank of Canada
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UBS Group
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William Blair & Company's PFI Position: Q3 2021 in Review

William Blair & Company sold out of Invesco Dorsey Wright Financial Momentum ETF (PFI) in Q3 2021, closing a stake of 250 shares — an estimated $13K sold.

William Blair & Company first reported a position in PFI in Q2 2021 and held it in 1 quarter. The position peaked at $13K in Q2 2021. 40 funds tracked by Wall St. Rank hold PFI as of Q3 2021.

  • William Blair & Company reported no remaining Invesco Dorsey Wright Financial Momentum ETF position as of Q3 2021 after selling out during the quarter.
  • William Blair & Company sold 250 Invesco Dorsey Wright Financial Momentum ETF shares in Q3 2021, an estimated $13K.
  • William Blair & Company first reported a position in Invesco Dorsey Wright Financial Momentum ETF in Q2 2021 and held it in 1 quarter.
  • William Blair & Company's Invesco Dorsey Wright Financial Momentum ETF position peaked at $13K in Q2 2021.
  • 40 funds tracked by Wall St. Rank held Invesco Dorsey Wright Financial Momentum ETF as of Q3 2021.

Based on William Blair & Company's 13F filing for Q3 2021, filed 12 Nov 2021.