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Psagot Value Holdings’s Outlook Therapeutics OTLK Stock Holding History

Psagot Value Holdings’s Portfolio OTLK Stock Details OTLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-141
Closed -$3K – 596
2023
Q1 		$3K Buy
+141
New +$3.15K ﹤0.01% 383

Other funds holding OTLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Psagot Value Holdings's OTLK Position: Q2 2023 in Review

Psagot Value Holdings sold out of Outlook Therapeutics (OTLK) in Q2 2023, closing a stake of 141 shares — an estimated $3K sold.

Psagot Value Holdings first reported a position in OTLK in Q1 2023 and held it in 1 quarter. The position peaked at $3K in Q1 2023. 87 funds tracked by Wall St. Rank hold OTLK as of Q2 2023.

  • Psagot Value Holdings reported no remaining Outlook Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 141 Outlook Therapeutics shares in Q2 2023, an estimated $3K.
  • Psagot Value Holdings first reported a position in Outlook Therapeutics in Q1 2023 and held it in 1 quarter.
  • Psagot Value Holdings's Outlook Therapeutics position peaked at $3K in Q1 2023.
  • 87 funds tracked by Wall St. Rank held Outlook Therapeutics as of Q2 2023.

Based on Psagot Value Holdings's 13F filing for Q2 2023, filed 3 Aug 2023.