Zurich Cantonal Bank’s Invesco Solar ETF TAN Stock Holding History

Zurich Cantonal Bank’s Portfolio TAN Stock Details TAN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-2,497	Closed	-$129K	–	2782
2023 Q3	$129K	Buy	2,497 +56	+2%	+$3.45K	﹤0.01%	2227
2023 Q2	$169K	Sell	2,441 -3,440	-58%	-$248K	﹤0.01%	2036
2023 Q1	$445K	Buy	5,881 +334	+6%	+$25.6K	﹤0.01%	1359
2022 Q4	$406K	Buy	5,547 +454	+9%	+$34.2K	﹤0.01%	1377
2022 Q3	$373K	Buy	5,093 +364	+8%	+$29.4K	﹤0.01%	1368
2022 Q2	$329K	Buy	4,729 +1,153	+32%	+$79.9K	﹤0.01%	1491
2022 Q1	$272K	Sell	3,576 -174	-5%	-$12K	﹤0.01%	1709
2021 Q4	$289K	Buy	3,750 +353	+10%	+$30.9K	﹤0.01%	1838
2021 Q3	$268K	Buy	3,397 +800	+31%	+$67.3K	﹤0.01%	1725
2021 Q2	$236K	Buy	+2,597	New	+$211K	﹤0.01%	1708

Other funds holding TAN

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Zurich Cantonal Bank's TAN Position: Q4 2023 in Review

Zurich Cantonal Bank sold out of Invesco Solar ETF (TAN) in Q4 2023, closing a stake of 2,497 shares — an estimated $129K sold.

Zurich Cantonal Bank first reported a position in TAN in Q2 2021 and held it in 10 quarters. The position peaked at $445K in Q1 2023. 286 funds tracked by Wall St. Rank hold TAN as of Q4 2023.

Zurich Cantonal Bank reported no remaining Invesco Solar ETF position as of Q4 2023 after selling out during the quarter.
Zurich Cantonal Bank sold 2,497 Invesco Solar ETF shares in Q4 2023, an estimated $129K.
Zurich Cantonal Bank first reported a position in Invesco Solar ETF in Q2 2021 and held it in 10 quarters.
Zurich Cantonal Bank's Invesco Solar ETF position peaked at $445K in Q1 2023.
286 funds tracked by Wall St. Rank held Invesco Solar ETF as of Q4 2023.

Based on Zurich Cantonal Bank's 13F filing for Q4 2023, filed 30 Jan 2024.