FWM
DRIO icon

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

NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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
CCP
Clarity Capital Partners Newport Beach, California $280M AUM 25.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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.