CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s DarioHealth DRIO Stock Holding History

CAPTRUST Financial Advisors’s Portfolio DRIO Stock Details DRIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-7
Closed -$1K – 2581
2022
Q2 		$1K Buy
+7
New +$821 ﹤0.01% 4660
2022
Q1 		– Sell
-2
Closed – – 4958
2021
Q4 		$0 Hold
2
– – ﹤0.01% 4798
2021
Q3 		$0 Buy
+2
New +$577 ﹤0.01% 4667

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CI
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PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

CAPTRUST Financial Advisors's DRIO Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of DarioHealth (DRIO) in Q3 2022, closing a stake of 7 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in DRIO in Q3 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 45 funds tracked by Wall St. Rank hold DRIO as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining DarioHealth position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 7 DarioHealth shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in DarioHealth in Q3 2021 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's DarioHealth position peaked at $1K in Q2 2022.
  • 45 funds tracked by Wall St. Rank held DarioHealth as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.