WF
PXH icon

WoodTrust Financial’s Invesco FTSE RAFI Emerging Markets ETF PXH Stock Holding History

WoodTrust Financial’s Portfolio PXH Stock Details PXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-10,812
Closed -$190K – 113
2020
Q3 		$190K Buy
+10,812
New +$198K 0.07% 104

Other funds holding PXH

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
TAIM
TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

WoodTrust Financial's PXH Position: Q4 2020 in Review

WoodTrust Financial sold out of Invesco FTSE RAFI Emerging Markets ETF (PXH) in Q4 2020, closing a stake of 10,812 shares — an estimated $190K sold.

WoodTrust Financial first reported a position in PXH in Q3 2020 and held it in 1 quarter. The position peaked at $190K in Q3 2020. 108 funds tracked by Wall St. Rank hold PXH as of Q4 2020.

  • WoodTrust Financial reported no remaining Invesco FTSE RAFI Emerging Markets ETF position as of Q4 2020 after selling out during the quarter.
  • WoodTrust Financial sold 10,812 Invesco FTSE RAFI Emerging Markets ETF shares in Q4 2020, an estimated $190K.
  • WoodTrust Financial first reported a position in Invesco FTSE RAFI Emerging Markets ETF in Q3 2020 and held it in 1 quarter.
  • WoodTrust Financial's Invesco FTSE RAFI Emerging Markets ETF position peaked at $190K in Q3 2020.
  • 108 funds tracked by Wall St. Rank held Invesco FTSE RAFI Emerging Markets ETF as of Q4 2020.

Based on WoodTrust Financial's 13F filing for Q4 2020, filed 21 Jan 2021.