FGC
SODA

Financial Gravity Companies’s SodaStream International Ltd SODA Stock Holding History

Financial Gravity Companies’s Portfolio SODA Stock Details SODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$7K Buy
+52
New +$7.45K 0.01% 662
2018
Q1 		$10K Buy
119
+32
+37% +$2.59K 0.01% 599
2017
Q4 		$7K Buy
+87
New +$5.76K 0.01% 657

Other funds holding SODA

GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
OAM
Oberweis Asset Management Lisle, Illinois $3.39B AUM 105.5% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return
HA
Havens Advisors New York $39.3M AUM 80.07% 1-Year Est. Return
OTC
Opera Trading Capital Paris, France $419M AUM 0.58% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

Financial Gravity Companies's SODA Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in SodaStream International Ltd (SODA) in Q4 2018: 52 shares worth $7K. The stake represents 0.01% of the portfolio and ranks #662 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SODA as recently as Q1 2018.

Financial Gravity Companies first reported a position in SODA in Q4 2017 and has held it in 3 quarters since. The position peaked at $10K in Q1 2018. 22 funds tracked by Wall St. Rank hold SODA as of Q4 2018.

  • Financial Gravity Companies held 52 shares of SodaStream International Ltd worth $7K as of Q4 2018.
  • SodaStream International Ltd was a new Financial Gravity Companies position in Q4 2018.
  • SodaStream International Ltd made up 0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #662 holding.
  • Financial Gravity Companies first reported a position in SodaStream International Ltd in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's SodaStream International Ltd position peaked at $10K in Q1 2018.
  • 22 funds tracked by Wall St. Rank held SodaStream International Ltd as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.