CAPTRUST Financial Advisors

CAPTRUST Financial Advisors’s Camtek CAMT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio CAMT Stock Details CAMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$254K	Buy	+1,677	New	+$254K	﹤0.01%	2509
2023 Q4	–	Sell	-3,482	Closed	-$217K	–	2687
2023 Q3	$217K	Buy	+3,482	New	+$172K	﹤0.01%	2237
2022 Q3	–	Sell	-1,000	Closed	-$25K	–	2359
2022 Q2	$25K	Hold	1,000	–	–	﹤0.01%	3242
2022 Q1	$30K	Hold	1,000	–	–	﹤0.01%	3140
2021 Q4	$46K	Hold	1,000	–	–	﹤0.01%	2733
2021 Q3	$41K	Buy	+1,000	New	+$38.5K	﹤0.01%	2705

Other funds holding CAMT

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.5B AUM 68.34% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return