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Harel Insurance Investments & Financial Services’s Invesco Dorsey Wright Healthcare Momentum ETF PTH Stock Holding History

Harel Insurance Investments & Financial Services’s Portfolio PTH Stock Details PTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-330
Closed -$18K – 805
2021
Q3 		$18K Buy
+330
New +$18.5K ﹤0.01% 621

Other funds holding PTH

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Harel Insurance Investments & Financial Services's PTH Position: Q4 2021 in Review

Harel Insurance Investments & Financial Services sold out of Invesco Dorsey Wright Healthcare Momentum ETF (PTH) in Q4 2021, closing a stake of 330 shares — an estimated $18K sold.

Harel Insurance Investments & Financial Services first reported a position in PTH in Q3 2021 and held it in 1 quarter. The position peaked at $18K in Q3 2021. 97 funds tracked by Wall St. Rank hold PTH as of Q4 2021.

  • Harel Insurance Investments & Financial Services reported no remaining Invesco Dorsey Wright Healthcare Momentum ETF position as of Q4 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 330 Invesco Dorsey Wright Healthcare Momentum ETF shares in Q4 2021, an estimated $18K.
  • Harel Insurance Investments & Financial Services first reported a position in Invesco Dorsey Wright Healthcare Momentum ETF in Q3 2021 and held it in 1 quarter.
  • Harel Insurance Investments & Financial Services's Invesco Dorsey Wright Healthcare Momentum ETF position peaked at $18K in Q3 2021.
  • 97 funds tracked by Wall St. Rank held Invesco Dorsey Wright Healthcare Momentum ETF as of Q4 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2021, filed 7 Feb 2022.