PVH
TECB icon

Psagot Value Holdings’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Psagot Value Holdings’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-24,436
Closed -$639K – 384
2022
Q3 		$639K Buy
+24,436
New +$728K 0.18% 87

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BCM
Brasada Capital Management Houston, Texas $545M AUM 18.58% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

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

Psagot Value Holdings sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q4 2022, closing a stake of 24,436 shares — an estimated $639K sold.

Psagot Value Holdings first reported a position in TECB in Q3 2022 and held it in 1 quarter. The position peaked at $639K in Q3 2022. 34 funds tracked by Wall St. Rank hold TECB as of Q4 2022.

  • Psagot Value Holdings reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q4 2022 after selling out during the quarter.
  • Psagot Value Holdings sold 24,436 iShares US Tech Breakthrough Multisector ETF shares in Q4 2022, an estimated $639K.
  • Psagot Value Holdings first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2022 and held it in 1 quarter.
  • Psagot Value Holdings's iShares US Tech Breakthrough Multisector ETF position peaked at $639K in Q3 2022.
  • 34 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q4 2022.

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