IWC
OTMO

Integrated Wealth Concepts’s Otonomo Technologies Ltd. Ordinary shares OTMO Stock Holding History

Integrated Wealth Concepts’s Portfolio OTMO Stock Details OTMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-667
Closed -$4K – 1651
2023
Q2 		$4K Hold
667
– – ﹤0.01% 1556
2023
Q1 		$5K Buy
+667
New +$4.88K ﹤0.01% 1341

Other funds holding OTMO

MCS
Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $812M AUM 2.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
BHB
Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
HCM
Highbridge Capital Management New York $4.11B AUM 26.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KC
Kepos Capital New York $73.4M AUM 4.78% 1-Year Est. Return

Integrated Wealth Concepts's OTMO Position: Q3 2023 in Review

Integrated Wealth Concepts sold out of Otonomo Technologies Ltd. Ordinary shares (OTMO) in Q3 2023, closing a stake of 667 shares — an estimated $4K sold.

Integrated Wealth Concepts first reported a position in OTMO in Q1 2023 and held it in 2 quarters. The position peaked at $5K in Q1 2023. 15 funds tracked by Wall St. Rank hold OTMO as of Q3 2023.

  • Integrated Wealth Concepts reported no remaining Otonomo Technologies Ltd. Ordinary shares position as of Q3 2023 after selling out during the quarter.
  • Integrated Wealth Concepts sold 667 Otonomo Technologies Ltd. Ordinary shares shares in Q3 2023, an estimated $4K.
  • Integrated Wealth Concepts first reported a position in Otonomo Technologies Ltd. Ordinary shares in Q1 2023 and held it in 2 quarters.
  • Integrated Wealth Concepts's Otonomo Technologies Ltd. Ordinary shares position peaked at $5K in Q1 2023.
  • 15 funds tracked by Wall St. Rank held Otonomo Technologies Ltd. Ordinary shares as of Q3 2023.

Based on Integrated Wealth Concepts's 13F filing for Q3 2023, filed 15 Nov 2023.