Focused Wealth Management’s DarioHealth DRIO Stock Holding History

Focused Wealth Management’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
2024 Q1	–	Hold	0	–	-$7	–	390
2023 Q4	–	Hold	0	–	–	–	1015
2023 Q3	–	Hold	0	–	–	–	1017
2023 Q2	–	Hold	0	–	–	–	1053
2023 Q1	–	Hold	0	–	–	–	1030
2022 Q4	–	Hold	0	–	–	–	1072
2022 Q3	–	Hold	0	–	–	–	968
2022 Q2	–	Hold	0	–	–	–	960
2022 Q1	–	Sell	-300	Closed	-$49.6K	–	1014
2021 Q4	$78K	Buy	+300	New	+$91.2K	0.01%	315
2021 Q3	–	Hold	0	–	–	–	1022
2021 Q2	–	Sell	-82	Closed	-$31.2K	–	951
2021 Q1	$32K	Buy	+82	New	+$36.9K	0.01%	432

Other funds holding DRIO

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

AWAM

Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCP

Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Focused Wealth Management's DRIO Position: Q1 2024 in Review

Focused Wealth Management held its DarioHealth (DRIO) position steady in Q1 2024 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Focused Wealth Management first reported a position in DRIO in Q1 2021 and has held it in 2 quarters since. The position peaked at $78K in Q4 2021. 35 funds tracked by Wall St. Rank hold DRIO as of Q1 2024.

Focused Wealth Management held 0 shares of DarioHealth worth $0 as of Q1 2024.
Focused Wealth Management left its DarioHealth share count unchanged in Q1 2024.
DarioHealth made up ﹤0.01% of Focused Wealth Management's portfolio in Q1 2024, its #390 holding.
Focused Wealth Management first reported a position in DarioHealth in Q1 2021 and has held it in 2 quarters since.
Focused Wealth Management's DarioHealth position peaked at $78K in Q4 2021.
35 funds tracked by Wall St. Rank held DarioHealth as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.