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Altshuler Shaham’s Invesco KBW Bank ETF KBWB Stock Holding History

Altshuler Shaham’s Portfolio KBWB Stock Details KBWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-100,760
Closed -$4.99M – 538
2022
Q3 		$4.99M Sell
100,760
-332,704
-77% -$18.2M 0.12% 23
2022
Q2 		$22.4M Buy
+433,464
New +$24.9M 0.34% 23

Other funds holding KBWB

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $652M AUM 19.01% 1-Year Est. Return

Altshuler Shaham's KBWB Position: Q4 2022 in Review

Altshuler Shaham sold out of Invesco KBW Bank ETF (KBWB) in Q4 2022, closing a stake of 100,760 shares — an estimated $4.99M sold.

Altshuler Shaham first reported a position in KBWB in Q2 2022 and held it in 2 quarters. The position peaked at $22.4M in Q2 2022. 160 funds tracked by Wall St. Rank hold KBWB as of Q4 2022.

  • Altshuler Shaham reported no remaining Invesco KBW Bank ETF position as of Q4 2022 after selling out during the quarter.
  • Altshuler Shaham sold 100,760 Invesco KBW Bank ETF shares in Q4 2022, an estimated $4.99M.
  • Altshuler Shaham first reported a position in Invesco KBW Bank ETF in Q2 2022 and held it in 2 quarters.
  • Altshuler Shaham's Invesco KBW Bank ETF position peaked at $22.4M in Q2 2022.
  • 160 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q4 2022.

Based on Altshuler Shaham's 13F filing for Q4 2022, filed 15 Feb 2023.