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Kingswood Wealth Advisors’s Microbot Medical MBOT Stock Holding History

Kingswood Wealth Advisors’s Portfolio MBOT Stock Details MBOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,000
Closed -$12.3K – 695
2024
Q1 		$12.3K Buy
+10,000
New +$12.7K ﹤0.01% 618

Other funds holding MBOT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $100M AUM
TFS
Thoroughbred Financial Services Brentwood, Tennessee $1.67B AUM 37.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.11B AUM 24.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return

Kingswood Wealth Advisors's MBOT Position: Q2 2024 in Review

Kingswood Wealth Advisors sold out of Microbot Medical (MBOT) in Q2 2024, closing a stake of 10,000 shares — an estimated $12.3K sold.

Kingswood Wealth Advisors first reported a position in MBOT in Q1 2024 and held it in 1 quarter. The position peaked at $12.3K in Q1 2024. 35 funds tracked by Wall St. Rank hold MBOT as of Q2 2024.

  • Kingswood Wealth Advisors reported no remaining Microbot Medical position as of Q2 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,000 Microbot Medical shares in Q2 2024, an estimated $12.3K.
  • Kingswood Wealth Advisors first reported a position in Microbot Medical in Q1 2024 and held it in 1 quarter.
  • Kingswood Wealth Advisors's Microbot Medical position peaked at $12.3K in Q1 2024.
  • 35 funds tracked by Wall St. Rank held Microbot Medical as of Q2 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2024, filed 9 Jul 2024.