BFWA
CUEN

Benchmark Financial Wealth Advisors’s Cuentas Inc. Common Stock CUEN Stock Holding History

Benchmark Financial Wealth Advisors’s Portfolio CUEN Stock Details CUEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-10,615
Closed -$45.4K – 74
2023
Q2 		$45.4K Hold
10,615
– – 0.02% 70
2023
Q1 		$58.1K Buy
+10,615
New +$97.3K 0.03% 67

Other funds holding CUEN

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
PTP
Platform Technology Partners New York $519M AUM 20% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 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

Benchmark Financial Wealth Advisors's CUEN Position: Q3 2023 in Review

Benchmark Financial Wealth Advisors sold out of Cuentas Inc. Common Stock (CUEN) in Q3 2023, closing a stake of 10,615 shares — an estimated $45.4K sold.

Benchmark Financial Wealth Advisors first reported a position in CUEN in Q1 2023 and held it in 2 quarters. The position peaked at $58.1K in Q1 2023. 8 funds tracked by Wall St. Rank hold CUEN as of Q3 2023.

  • Benchmark Financial Wealth Advisors reported no remaining Cuentas Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 10,615 Cuentas Inc. Common Stock shares in Q3 2023, an estimated $45.4K.
  • Benchmark Financial Wealth Advisors first reported a position in Cuentas Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • Benchmark Financial Wealth Advisors's Cuentas Inc. Common Stock position peaked at $58.1K in Q1 2023.
  • 8 funds tracked by Wall St. Rank held Cuentas Inc. Common Stock as of Q3 2023.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.