JWM
SLGL icon

Jeppson Wealth Management’s Sol-Gel Technologies SLGL Stock Holding History

Jeppson Wealth Management’s Portfolio SLGL Stock Details SLGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-493
Closed -$36K – 388
2020
Q3 		$36K Buy
+493
New +$37.9K 0.03% 255

Other funds holding SLGL

PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Jeppson Wealth Management's SLGL Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Sol-Gel Technologies (SLGL) in Q4 2020, closing a stake of 493 shares — an estimated $36K sold.

Jeppson Wealth Management first reported a position in SLGL in Q3 2020 and held it in 1 quarter. The position peaked at $36K in Q3 2020. 21 funds tracked by Wall St. Rank hold SLGL as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Sol-Gel Technologies position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 493 Sol-Gel Technologies shares in Q4 2020, an estimated $36K.
  • Jeppson Wealth Management first reported a position in Sol-Gel Technologies in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Sol-Gel Technologies position peaked at $36K in Q3 2020.
  • 21 funds tracked by Wall St. Rank held Sol-Gel Technologies as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.