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AE Wealth Management’s Taboola.com TBLA Stock Holding History

AE Wealth Management’s Portfolio TBLA Stock Details TBLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-55,526
Closed -$210K – 2174
2023
Q3 		$210K Sell
55,526
-10,339
-16% -$36.4K ﹤0.01% 1767
2023
Q2 		$205K Buy
+65,865
New +$180K ﹤0.01% 1742

Other funds holding TBLA

EVP
Evergreen Venture Partners Tel Aviv, Israel $68.4M AUM 1.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
GIPM
G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

AE Wealth Management's TBLA Position: Q4 2023 in Review

AE Wealth Management sold out of Taboola.com (TBLA) in Q4 2023, closing a stake of 55,526 shares — an estimated $210K sold.

AE Wealth Management first reported a position in TBLA in Q2 2023 and held it in 2 quarters. The position peaked at $210K in Q3 2023. 102 funds tracked by Wall St. Rank hold TBLA as of Q4 2023.

  • AE Wealth Management reported no remaining Taboola.com position as of Q4 2023 after selling out during the quarter.
  • AE Wealth Management sold 55,526 Taboola.com shares in Q4 2023, an estimated $210K.
  • AE Wealth Management first reported a position in Taboola.com in Q2 2023 and held it in 2 quarters.
  • AE Wealth Management's Taboola.com position peaked at $210K in Q3 2023.
  • 102 funds tracked by Wall St. Rank held Taboola.com as of Q4 2023.

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