Holistic Financial Partners’s Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares MBT Stock Holding History

Holistic Financial Partners’s Portfolio MBT Stock Details MBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-10,893	Closed	-$60K	–	98
2022 Q2	$60K	Buy	+10,893	New	+$60K	0.06%	90
2021 Q3	–	Sell	-11,048	Closed	-$102K	–	121
2021 Q2	$102K	Buy	+11,048	New	+$98.2K	0.06%	119
2018 Q2	–	Sell	-13,070	Closed	-$149K	–	433
2018 Q1	$149K	Sell	13,070 -6,396	-33%	-$74.5K	0.12%	89
2017 Q4	$198K	Buy	+19,466	New	+$201K	0.16%	72

Other funds holding MBT

MIH

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

Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return

QTM

qPULA Trading Management New York $289K AUM 0% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

ACA

Atlas Capital Advisors Jackson, Wyoming $875M AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

AIA

Avalon Investment & Advisory Houston, Texas $3.65B AUM 0.47% 1-Year Est. Return

Holistic Financial Partners's MBT Position: Q3 2022 in Review

Holistic Financial Partners sold out of Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares (MBT) in Q3 2022, closing a stake of 10,893 shares — an estimated $60K sold.

Holistic Financial Partners first reported a position in MBT in Q4 2017 and held it in 4 quarters. The position peaked at $198K in Q4 2017. 43 funds tracked by Wall St. Rank hold MBT as of Q3 2022.

Holistic Financial Partners reported no remaining Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares position as of Q3 2022 after selling out during the quarter.
Holistic Financial Partners sold 10,893 Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares shares in Q3 2022, an estimated $60K.
Holistic Financial Partners first reported a position in Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares in Q4 2017 and held it in 4 quarters.
Holistic Financial Partners's Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares position peaked at $198K in Q4 2017.
43 funds tracked by Wall St. Rank held Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares as of Q3 2022.

Based on Holistic Financial Partners's 13F filing for Q3 2022, filed 9 Nov 2022.