AWA
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Amplius Wealth Advisors’s Similarweb SMWB Stock Holding History

Amplius Wealth Advisors’s Portfolio SMWB Stock Details SMWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-47
Closed – – 772
2021
Q4 		$0 Buy
+47
New +$863 ﹤0.01% 991

Other funds holding SMWB

N
Naspers South Africa $253M AUM 25.32% 1-Year Est. Return
ICP
ION Crossover Partners Herzliya Pituach, Israel $36.9M AUM
UM
Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return
AFT
Alpha Family Trust Los Angeles, California $206M AUM 35.6% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFM
Premier Fund Managers Guildford, United Kingdom $1.41B AUM 10.89% 1-Year Est. Return

Amplius Wealth Advisors's SMWB Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Similarweb (SMWB) in Q1 2022, closing a stake of 47 shares.

Amplius Wealth Advisors first reported a position in SMWB in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 43 funds tracked by Wall St. Rank hold SMWB as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Similarweb position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 47 Similarweb shares in Q1 2022.
  • Amplius Wealth Advisors first reported a position in Similarweb in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Similarweb position peaked at $0 in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Similarweb as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.