Focused Wealth Management’s Pluri PLUR Stock Holding History

Focused Wealth Management’s Portfolio PLUR Stock Details PLUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5,125	Closed	-$162K	–	1080
2021 Q2	$162K	Hold	5,125	–	–	0.03%	201
2021 Q1	$196K	Hold	5,125	–	–	0.03%	170
2020 Q4	$290K	Buy	5,125 +4,375	+583%	+$319K	0.06%	125
2020 Q3	$63K	Hold	750	–	–	0.01%	291
2020 Q2	$53K	Buy	+750	New	+$49K	0.01%	300
2018 Q1	–	Sell	-125	Closed	-$14K	–	738
2017 Q4	$14K	Sell	125 -125	-50%	-$15.6K	﹤0.01%	424
2017 Q3	$30K	Hold	250	–	–	0.01%	299
2017 Q2	$26K	Buy	250 +125	+100%	+$13.8K	0.01%	351
2017 Q1	$12K	Buy	+125	New	+$12.2K	﹤0.01%	446

Other funds holding PLUR

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

NIA

NIA Impact Advisors Berkeley, California $225M AUM 33.05% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

GCP

GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

SCM

Shelton Capital Management Denver, Colorado $4.57B AUM 32.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Focused Wealth Management's PLUR Position: Q3 2021 in Review

Focused Wealth Management sold out of Pluri (PLUR) in Q3 2021, closing a stake of 5,125 shares — an estimated $162K sold.

Focused Wealth Management first reported a position in PLUR in Q1 2017 and held it in 9 quarters. The position peaked at $290K in Q4 2020. 55 funds tracked by Wall St. Rank hold PLUR as of Q3 2021.

Focused Wealth Management reported no remaining Pluri position as of Q3 2021 after selling out during the quarter.
Focused Wealth Management sold 5,125 Pluri shares in Q3 2021, an estimated $162K.
Focused Wealth Management first reported a position in Pluri in Q1 2017 and held it in 9 quarters.
Focused Wealth Management's Pluri position peaked at $290K in Q4 2020.
55 funds tracked by Wall St. Rank held Pluri as of Q3 2021.

Based on Focused Wealth Management's 13F filing for Q3 2021, filed 12 Oct 2021.