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Financial Synergies Wealth Advisors’s ICL Group ICL Stock Holding History

Financial Synergies Wealth Advisors’s Portfolio ICL Stock Details ICL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-69
Closed -$505 – 527
2023
Q4 		$505 Buy
+69
New +$351 ﹤0.01% 373
2023
Q2 		– Sell
-69
Closed -$470 – 513
2023
Q1 		$470 Hold
69
– – ﹤0.01% 421
2022
Q4 		$505 Hold
69
– – ﹤0.01% 373
2022
Q3 		$565 Hold
69
– – ﹤0.01% 356
2022
Q2 		$627 Buy
+69
New +$763 ﹤0.01% 360

Other funds holding ICL

AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VSQM
V-Square Quantitative Management Chicago, Illinois $946M AUM 31.79% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Financial Synergies Wealth Advisors's ICL Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of ICL Group (ICL) in Q1 2024, closing a stake of 69 shares — an estimated $505 sold.

Financial Synergies Wealth Advisors first reported a position in ICL in Q2 2022 and held it in 5 quarters. The position peaked at $627 in Q2 2022. 176 funds tracked by Wall St. Rank hold ICL as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining ICL Group position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 69 ICL Group shares in Q1 2024, an estimated $505.
  • Financial Synergies Wealth Advisors first reported a position in ICL Group in Q2 2022 and held it in 5 quarters.
  • Financial Synergies Wealth Advisors's ICL Group position peaked at $627 in Q2 2022.
  • 176 funds tracked by Wall St. Rank held ICL Group as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.