Phoenix Wealth Advisors’s Elbit Systems ESLT Stock Holding History

Phoenix Wealth Advisors’s Portfolio ESLT Stock Details ESLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-154	Closed	-$22K	–	192
2021 Q3	$22K	Hold	154	–	–	0.02%	258
2021 Q2	$20K	Hold	154	–	–	0.01%	255
2021 Q1	$22K	Hold	154	–	–	0.02%	249
2020 Q4	$20K	Buy	+154	New	+$18.6K	0.02%	255

Other funds holding ESLT

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Phoenix Wealth Advisors's ESLT Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Elbit Systems (ESLT) in Q4 2021, closing a stake of 154 shares — an estimated $22K sold.

Phoenix Wealth Advisors first reported a position in ESLT in Q4 2020 and held it in 4 quarters. The position peaked at $22K in Q3 2021. 126 funds tracked by Wall St. Rank hold ESLT as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Elbit Systems position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 154 Elbit Systems shares in Q4 2021, an estimated $22K.
Phoenix Wealth Advisors first reported a position in Elbit Systems in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Elbit Systems position peaked at $22K in Q3 2021.
126 funds tracked by Wall St. Rank held Elbit Systems as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.