Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-72
Closed -$1K 375
2022
Q3
$1K Buy
72
+9
+14% +$141 ﹤0.01% 338
2022
Q2
$1K Sell
63
-115
-65% -$3.11K ﹤0.01% 313
2022
Q1
$6K Buy
178
+34
+24% +$1.23K ﹤0.01% 300
2021
Q4
$8K Buy
144
+92
+177% +$7.19K ﹤0.01% 323
2021
Q3
$5K Buy
+52
New +$6.45K ﹤0.01% 383

Other funds holding ROOT

Psagot Value Holdings's ROOT Position: Q4 2022 in Review

Psagot Value Holdings sold out of Root (ROOT) in Q4 2022, closing a stake of 72 shares — an estimated $1K sold.

Psagot Value Holdings first reported a position in ROOT in Q3 2021 and held it in 5 quarters. The position peaked at $8K in Q4 2021. 89 funds tracked by Wall St. Rank hold ROOT as of Q4 2022.

  • Psagot Value Holdings reported no remaining Root position as of Q4 2022 after selling out during the quarter.
  • Psagot Value Holdings sold 72 Root shares in Q4 2022, an estimated $1K.
  • Psagot Value Holdings first reported a position in Root in Q3 2021 and held it in 5 quarters.
  • Psagot Value Holdings's Root position peaked at $8K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Root as of Q4 2022.

Based on Psagot Value Holdings's 13F filing for Q4 2022, filed 30 Jan 2023.