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Ayalon Insurance Company’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Ayalon Insurance Company’s Portfolio PTH Stock Details PTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,794
Closed -$100K – 159
2021
Q2 		$100K Buy
1,794
+831
+86% +$43.2K 0.03% 144
2021
Q1 		$51K Buy
+963
New +$54K 0.02% 138

Other funds holding PTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Ayalon Insurance Company's PTH Position: Q3 2021 in Review

Ayalon Insurance Company sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q3 2021, closing a stake of 1,794 shares — an estimated $100K sold.

Ayalon Insurance Company first reported a position in PTH in Q1 2021 and held it in 2 quarters. The position peaked at $100K in Q2 2021. 97 funds tracked by Wall St. Rank hold PTH as of Q3 2021.

  • Ayalon Insurance Company reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q3 2021 after selling out during the quarter.
  • Ayalon Insurance Company sold 1,794 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q3 2021, an estimated $100K.
  • Ayalon Insurance Company first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q1 2021 and held it in 2 quarters.
  • Ayalon Insurance Company's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $100K in Q2 2021.
  • 97 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q3 2021.

Based on Ayalon Insurance Company's 13F filing for Q3 2021, filed 13 Oct 2021.