GWM
SODA

Gupta Wealth Management’s SodaStream International Ltd SODA Stock Holding History

Gupta Wealth Management’s Portfolio SODA Stock Details SODA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-89
Closed -$1K – 1396
2015
Q3 		$1K Buy
+89
New +$1.48K ﹤0.01% 1237

Other funds holding SODA

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RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Citigroup
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.81B AUM 83.9% 1-Year Est. Return
SCM
Snow Capital Management Sewickley, Pennsylvania $703M AUM 76.26% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gupta Wealth Management's SODA Position: Q4 2015 in Review

Gupta Wealth Management sold out of SodaStream International Ltd (SODA) in Q4 2015, closing a stake of 89 shares — an estimated $1K sold.

Gupta Wealth Management first reported a position in SODA in Q3 2015 and held it in 1 quarter. The position peaked at $1K in Q3 2015. 80 funds tracked by Wall St. Rank hold SODA as of Q4 2015.

  • Gupta Wealth Management reported no remaining SodaStream International Ltd position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 89 SodaStream International Ltd shares in Q4 2015, an estimated $1K.
  • Gupta Wealth Management first reported a position in SodaStream International Ltd in Q3 2015 and held it in 1 quarter.
  • Gupta Wealth Management's SodaStream International Ltd position peaked at $1K in Q3 2015.
  • 80 funds tracked by Wall St. Rank held SodaStream International Ltd as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.