OneDigital Investment Advisors’s Simplify Developed Ex-US PLUS Downside Convexity ETF EAFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-287,407
Closed -$5.38M 1165
2023
Q3
$5.38M Buy
287,407
+25,418
+10% +$496K 0.12% 145
2023
Q2
$5.16M Sell
261,989
-182,037
-41% -$3.64M 0.11% 145
2023
Q1
$8.76M Buy
444,026
+46,460
+12% +$904K 0.21% 95
2022
Q4
$7.33M Buy
397,566
+318,842
+405% +$5.76M 0.21% 95
2022
Q3
$1.39M Buy
+78,724
New +$1.5M 0.05% 240

Other funds holding EAFD

OneDigital Investment Advisors's EAFD Position: Q4 2023 in Review

OneDigital Investment Advisors sold out of Simplify Developed Ex-US PLUS Downside Convexity ETF (EAFD) in Q4 2023, closing a stake of 287,407 shares — an estimated $5.38M sold.

OneDigital Investment Advisors first reported a position in EAFD in Q3 2022 and held it in 5 quarters. The position peaked at $8.76M in Q1 2023. 1 fund tracked by Wall St. Rank holds EAFD as of Q4 2023.

  • OneDigital Investment Advisors reported no remaining Simplify Developed Ex-US PLUS Downside Convexity ETF position as of Q4 2023 after selling out during the quarter.
  • OneDigital Investment Advisors sold 287,407 Simplify Developed Ex-US PLUS Downside Convexity ETF shares in Q4 2023, an estimated $5.38M.
  • OneDigital Investment Advisors first reported a position in Simplify Developed Ex-US PLUS Downside Convexity ETF in Q3 2022 and held it in 5 quarters.
  • OneDigital Investment Advisors's Simplify Developed Ex-US PLUS Downside Convexity ETF position peaked at $8.76M in Q1 2023.
  • 1 fund tracked by Wall St. Rank held Simplify Developed Ex-US PLUS Downside Convexity ETF as of Q4 2023.

Based on OneDigital Investment Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.