HFP
OTE

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 $9.75B AUM 21.81% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.52B AUM 27.87% 1-Year Est. Return
RMC
Resources Management Corp West Hartford, Connecticut $753M AUM 20.77% 1-Year Est. Return