Migdal Insurance & Financial Holdings’s Invesco Semiconductors ETF PSI Stock Holding History

Migdal Insurance & Financial Holdings’s Portfolio PSI Stock Details PSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-195	Closed	-$8K	–	506
2023 Q3	$8K	Hold	195	–	–	﹤0.01%	430
2023 Q2	$9K	Buy	+195	New	+$7.87K	﹤0.01%	407
2022 Q3	–	Sell	-3,375	Closed	-$110K	–	595
2022 Q2	$110K	Hold	3,375	–	–	﹤0.01%	296
2022 Q1	$146K	Buy	3,375 +3,180	+1,631%	+$140K	﹤0.01%	304
2021 Q4	$10K	Hold	195	–	–	﹤0.01%	599
2021 Q3	$8K	Hold	195	–	–	﹤0.01%	614
2021 Q2	$8K	Hold	195	–	–	﹤0.01%	548
2021 Q1	$8K	Buy	+195	New	+$7.6K	﹤0.01%	645

Other funds holding PSI

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Migdal Insurance & Financial Holdings's PSI Position: Q4 2023 in Review

Migdal Insurance & Financial Holdings sold out of Invesco Semiconductors ETF (PSI) in Q4 2023, closing a stake of 195 shares — an estimated $8K sold.

Migdal Insurance & Financial Holdings first reported a position in PSI in Q1 2021 and held it in 8 quarters. The position peaked at $146K in Q1 2022. 125 funds tracked by Wall St. Rank hold PSI as of Q4 2023.

Migdal Insurance & Financial Holdings reported no remaining Invesco Semiconductors ETF position as of Q4 2023 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 195 Invesco Semiconductors ETF shares in Q4 2023, an estimated $8K.
Migdal Insurance & Financial Holdings first reported a position in Invesco Semiconductors ETF in Q1 2021 and held it in 8 quarters.
Migdal Insurance & Financial Holdings's Invesco Semiconductors ETF position peaked at $146K in Q1 2022.
125 funds tracked by Wall St. Rank held Invesco Semiconductors ETF as of Q4 2023.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2023, filed 31 Jan 2024.