Meitav Investment House’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Meitav Investment House’s Portfolio SNPE Stock Details SNPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12,970	Closed	-$566K	–	338
2023 Q4	$566K	Buy	+12,970	New	+$531K	0.01%	234
2023 Q3	–	Sell	-11,010	Closed	-$441K	–	488
2023 Q2	$441K	Buy	11,010 +4,360	+66%	+$167K	0.01%	284
2023 Q1	$244K	Buy	+6,650	New	+$240K	﹤0.01%	335
2022 Q3	–	Sell	-8,340	Closed	-$285K	–	369
2022 Q2	$285K	Buy	8,340 +80	+1%	+$2.96K	﹤0.01%	304
2022 Q1	$338K	Buy	+8,260	New	+$332K	0.01%	333

Other funds holding SNPE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Meitav Investment House's SNPE Position: Q1 2024 in Review

Meitav Investment House sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q1 2024, closing a stake of 12,970 shares — an estimated $566K sold.

Meitav Investment House first reported a position in SNPE in Q1 2022 and held it in 5 quarters. The position peaked at $566K in Q4 2023. 75 funds tracked by Wall St. Rank hold SNPE as of Q1 2024.

Meitav Investment House reported no remaining Xtrackers S&P 500 ESG ETF position as of Q1 2024 after selling out during the quarter.
Meitav Investment House sold 12,970 Xtrackers S&P 500 ESG ETF shares in Q1 2024, an estimated $566K.
Meitav Investment House first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2022 and held it in 5 quarters.
Meitav Investment House's Xtrackers S&P 500 ESG ETF position peaked at $566K in Q4 2023.
75 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2024.

Based on Meitav Investment House's 13F filing for Q1 2024, filed 1 May 2024.