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Bank Hapoalim BM’s Global X DAX Germany ETF DAX Stock Holding History

Bank Hapoalim BM’s Portfolio DAX Stock Details DAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-6,500
Closed -$201K – 139
2023
Q4 		$201K Buy
+6,500
New +$185K 0.03% 138

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OPCM
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $301M AUM 15.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank Hapoalim BM's DAX Position: Q1 2024 in Review

Bank Hapoalim BM sold out of Global X DAX Germany ETF (DAX) in Q1 2024, closing a stake of 6,500 shares — an estimated $201K sold.

Bank Hapoalim BM first reported a position in DAX in Q4 2023 and held it in 1 quarter. The position peaked at $201K in Q4 2023. 18 funds tracked by Wall St. Rank hold DAX as of Q1 2024.

  • Bank Hapoalim BM reported no remaining Global X DAX Germany ETF position as of Q1 2024 after selling out during the quarter.
  • Bank Hapoalim BM sold 6,500 Global X DAX Germany ETF shares in Q1 2024, an estimated $201K.
  • Bank Hapoalim BM first reported a position in Global X DAX Germany ETF in Q4 2023 and held it in 1 quarter.
  • Bank Hapoalim BM's Global X DAX Germany ETF position peaked at $201K in Q4 2023.
  • 18 funds tracked by Wall St. Rank held Global X DAX Germany ETF as of Q1 2024.

Based on Bank Hapoalim BM's 13F filing for Q1 2024, filed 1 May 2024.