Holistic Financial Partners’s HELLENIC TELECOMM ORG ADS(RP1/ OTE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-11,168	Closed	-$102K	–	135
2021 Q4	$102K	Buy	+11,168	New	+$102K	0.06%	119
2021 Q3	–	Sell	-15,365	Closed	-$134K	–	120
2021 Q2	$134K	Buy	+15,365	New	+$134K	0.08%	115
2019 Q2	–	Sell	-11,264	Closed	-$75K	–	110
2019 Q1	$75K	Buy	+11,264	New	+$75K	0.03%	146

Other funds holding OTE

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

RMC

Resources Management Corp West Hartford, Connecticut $794M AUM 25.46% 1-Year Est. Return

Holistic Financial Partners's OTE Position: Q1 2022 in Review

Holistic Financial Partners sold out of HELLENIC TELECOMM ORG ADS(RP1/ (OTE) in Q1 2022, closing a stake of 11,168 shares — an estimated $102K sold.

Holistic Financial Partners first reported a position in OTE in Q1 2019 and held it in 3 quarters. The position peaked at $134K in Q2 2021. 3 funds tracked by Wall St. Rank hold OTE as of Q1 2022.

Holistic Financial Partners reported no remaining HELLENIC TELECOMM ORG ADS(RP1/ position as of Q1 2022 after selling out during the quarter.
Holistic Financial Partners sold 11,168 HELLENIC TELECOMM ORG ADS(RP1/ shares in Q1 2022, an estimated $102K.
Holistic Financial Partners first reported a position in HELLENIC TELECOMM ORG ADS(RP1/ in Q1 2019 and held it in 3 quarters.
Holistic Financial Partners's HELLENIC TELECOMM ORG ADS(RP1/ position peaked at $134K in Q2 2021.
3 funds tracked by Wall St. Rank held HELLENIC TELECOMM ORG ADS(RP1/ as of Q1 2022.

Based on Holistic Financial Partners's 13F filing for Q1 2022, filed 13 May 2022.