Williams Jones Wealth Management’s Invesco California AMT-Free Municipal Bond ETF PWZ Stock Holding History

Williams Jones Wealth Management’s Portfolio PWZ Stock Details PWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,586	Closed	-$248K	–	553
2023 Q3	$248K	Buy	+10,586	New	+$257K	﹤0.01%	450

Other funds holding PWZ

CSIA

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

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

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Williams Jones Wealth Management's PWZ Position: Q4 2023 in Review

Williams Jones Wealth Management sold out of Invesco California AMT-Free Municipal Bond ETF (PWZ) in Q4 2023, closing a stake of 10,586 shares — an estimated $248K sold.

Williams Jones Wealth Management first reported a position in PWZ in Q3 2023 and held it in 1 quarter. The position peaked at $248K in Q3 2023. 89 funds tracked by Wall St. Rank hold PWZ as of Q4 2023.

Williams Jones Wealth Management reported no remaining Invesco California AMT-Free Municipal Bond ETF position as of Q4 2023 after selling out during the quarter.
Williams Jones Wealth Management sold 10,586 Invesco California AMT-Free Municipal Bond ETF shares in Q4 2023, an estimated $248K.
Williams Jones Wealth Management first reported a position in Invesco California AMT-Free Municipal Bond ETF in Q3 2023 and held it in 1 quarter.
Williams Jones Wealth Management's Invesco California AMT-Free Municipal Bond ETF position peaked at $248K in Q3 2023.
89 funds tracked by Wall St. Rank held Invesco California AMT-Free Municipal Bond ETF as of Q4 2023.

Based on Williams Jones Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.