ZIG
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Zurich Insurance Group’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

Zurich Insurance Group’s Portfolio PBW Stock Details PBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-130,994
Closed -$5.29M – 258
2023
Q1 		$5.29M Sell
130,994
-4,870
-4% -$205K 0.07% 119
2022
Q4 		$5.21M Buy
135,864
+9,134
+7% +$406K 0.07% 103
2022
Q3 		$6.11M Sell
126,730
-13,862
-10% -$755K 0.1% 99
2022
Q2 		$6.43M Buy
140,592
+14,606
+12% +$767K 0.1% 113
2022
Q1 		$8.21M Buy
125,986
+2,874
+2% +$172K 0.1% 90
2021
Q4 		$8.79M Buy
123,112
+8,380
+7% +$685K 0.1% 80
2021
Q3 		$8.86M Sell
114,732
-2,993
-3% -$245K 0.11% 87
2021
Q2 		$11M Buy
117,725
+12,371
+12% +$1.07M 0.14% 85
2021
Q1 		$10.4M Sell
105,354
-3,950
-4% -$452K 0.15% 70
2020
Q4 		$11.3M Sell
109,304
-23,664
-18% -$1.92M 0.17% 68
2020
Q3 		$8.08M Sell
132,968
-14,471
-10% -$753K 0.14% 67
2020
Q2 		$5.99M Sell
147,439
-19,951
-12% -$664K 0.1% 73
2020
Q1 		$4.49M Sell
167,390
-6,849
-4% -$242K 0.1% 82
2019
Q4 		$5.96M Sell
174,239
-261
-0.1% -$7.98K 0.11% 109
2019
Q3 		$5.09M Sell
174,500
-7,306
-4% -$219K 0.1% 229
2019
Q2 		$5.4M Sell
181,806
-8,090
-4% -$228K 0.11% 234
2019
Q1 		$5.09M Hold
189,896
– – 0.11% 223
2018
Q4 		$4.06M Hold
189,896
– – 0.1% 219
2018
Q3 		$4.71M Sell
189,896
-9,188
-5% -$233K 0.1% 237
2018
Q2 		$4.97M Sell
199,084
-8,878
-4% -$227K 0.11% 246
2018
Q1 		$5.2M Sell
207,962
-9,358
-4% -$234K 0.12% 231
2017
Q4 		$5.51M Sell
217,320
-1
-0% -$25 0.13% 190
2017
Q3 		$5.11M Sell
217,321
-10,725
-5% -$239K 0.14% 173
2017
Q2 		$4.95M Sell
228,046
-10,982
-5% -$228K 0.14% 170
2017
Q1 		$4.78M Sell
239,028
-10,610
-4% -$205K 0.14% 184
2016
Q4 		$4.59M Hold
249,638
– – 0.15% 183
2016
Q3 		$4.83M Hold
249,638
– – 0.16% 169
2016
Q2 		$4.77M Buy
249,638
+23,733
+11% +$463K 0.17% 158
2016
Q1 		$4.56M Buy
+225,905
New +$4.52M 0.16% 165

Other funds holding PBW

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Zurich Insurance Group's PBW Position: Q2 2023 in Review

Zurich Insurance Group sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q2 2023, closing a stake of 130,994 shares — an estimated $5.29M sold.

Zurich Insurance Group first reported a position in PBW in Q1 2016 and held it in 29 quarters. The position peaked at $11.3M in Q4 2020. 162 funds tracked by Wall St. Rank hold PBW as of Q2 2023.

  • Zurich Insurance Group reported no remaining Invesco WilderHill Clean Energy ETF position as of Q2 2023 after selling out during the quarter.
  • Zurich Insurance Group sold 130,994 Invesco WilderHill Clean Energy ETF shares in Q2 2023, an estimated $5.29M.
  • Zurich Insurance Group first reported a position in Invesco WilderHill Clean Energy ETF in Q1 2016 and held it in 29 quarters.
  • Zurich Insurance Group's Invesco WilderHill Clean Energy ETF position peaked at $11.3M in Q4 2020.
  • 162 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2023.

Based on Zurich Insurance Group's 13F filing for Q2 2023, filed 14 Aug 2023.