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FRG Family Wealth Advisors’s Elbit Systems ESLT Stock Holding History

FRG Family Wealth Advisors’s Portfolio ESLT Stock Details ESLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-200
Closed -$40.6K – 212
2024
Q1 		$40.6K Buy
+200
New +$41.6K 0.01% 211
2021
Q2 		– Sell
-1,505
Closed -$215K – 137
2021
Q1 		$215K Sell
1,505
-560
-27% -$76.6K 0.04% 130
2020
Q4 		$270K Sell
2,065
-170
-8% -$20.5K 0.06% 117
2020
Q3 		$269K Hold
2,235
– – 0.07% 113
2020
Q2 		$306K Hold
2,235
– – 0.08% 105
2020
Q1 		$285K Sell
2,235
-500
-18% -$73.2K 0.09% 96
2019
Q4 		$424K Hold
2,735
– – 0.1% 93
2019
Q3 		$451K Hold
2,735
– – 0.12% 94
2019
Q2 		$409K Hold
2,735
– – 0.11% 96
2019
Q1 		$353K Hold
2,735
– – 0.1% 103
2018
Q4 		$312K Sell
2,735
-1,035
-27% -$126K 0.1% 104
2018
Q3 		$473K Hold
3,770
– – 0.13% 101
2018
Q2 		$448K Hold
3,770
– – 0.13% 106
2018
Q1 		$458K Hold
3,770
– – 0.15% 106
2017
Q4 		$503K Hold
3,770
– – 0.16% 102
2017
Q3 		$554K Hold
3,770
– – 0.19% 100
2017
Q2 		$467K Buy
3,770
+480
+15% +$57.8K 0.17% 103
2017
Q1 		$377K Buy
3,290
+925
+39% +$105K 0.15% 106
2016
Q4 		$241K Buy
+2,365
New +$236K 0.1% 120

Other funds holding ESLT

CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
YDMI
Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FRG Family Wealth Advisors's ESLT Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Elbit Systems (ESLT) in Q2 2024, closing a stake of 200 shares — an estimated $40.6K sold.

FRG Family Wealth Advisors first reported a position in ESLT in Q4 2016 and held it in 19 quarters. The position peaked at $554K in Q3 2017. 169 funds tracked by Wall St. Rank hold ESLT as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Elbit Systems position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 200 Elbit Systems shares in Q2 2024, an estimated $40.6K.
  • FRG Family Wealth Advisors first reported a position in Elbit Systems in Q4 2016 and held it in 19 quarters.
  • FRG Family Wealth Advisors's Elbit Systems position peaked at $554K in Q3 2017.
  • 169 funds tracked by Wall St. Rank held Elbit Systems as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.