Number of Shares
132,763.00
Current Holdings Value*
$23.00 Mil
% of Portfolio
3.23%
Total Estimate Gain
$1.99 Mil
% of Total Estimate Gain
8.58%

QUEST INVESTMENT MANAGEMENT LLC's Invesco S&P 500 Equal Weight ETF Holding Summary

As of 2025-03-31, QUEST INVESTMENT MANAGEMENT LLC held 132,763.00 shares of Invesco S&P 500 Equal Weight ETF(RSP), totaling $23.00 Mil. This investment constitutes 3.23% of their stock portfolio, and QUEST INVESTMENT MANAGEMENT LLC now holds 0.03% of the outstanding Invesco S&P 500 Equal Weight ETF(RSP) stock.

The initial trade took place in 2023Q4. And since then QUEST INVESTMENT MANAGEMENT LLC has made 4 purchases of RSP, at an average price of $170.42, for a total of 135,894.00 shares. In addition, there have been 2 sales at an average price of $179.05 for 3,131.00 shares. Based on historical transaction data and RSP's current price of $185.18, QUEST INVESTMENT MANAGEMENT LLC's estimated gain on his RSP holdings is $1.99 Mil, reflecting a 8.58% gain to date.

QUEST INVESTMENT MANAGEMENT LLC RSP ($185.18) Holding Chart

QUEST INVESTMENT MANAGEMENT LLC RSP ($185.18) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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