PVH
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Psagot Value Holdings’s VOC Energy VOC Stock Holding History

Psagot Value Holdings’s Portfolio VOC Stock Details VOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-694
Closed -$7K – 615
2022
Q4 		$7K Hold
694
– – ﹤0.01% 331
2022
Q3 		$5K Buy
+694
New +$4.89K ﹤0.01% 323

Other funds holding VOC

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
MGAM
McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
RA
RR Advisors Dallas, Texas $360M AUM 28.52% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Psagot Value Holdings's VOC Position: Q1 2023 in Review

Psagot Value Holdings sold out of VOC Energy (VOC) in Q1 2023, closing a stake of 694 shares — an estimated $7K sold.

Psagot Value Holdings first reported a position in VOC in Q3 2022 and held it in 2 quarters. The position peaked at $7K in Q4 2022. 22 funds tracked by Wall St. Rank hold VOC as of Q1 2023.

  • Psagot Value Holdings reported no remaining VOC Energy position as of Q1 2023 after selling out during the quarter.
  • Psagot Value Holdings sold 694 VOC Energy shares in Q1 2023, an estimated $7K.
  • Psagot Value Holdings first reported a position in VOC Energy in Q3 2022 and held it in 2 quarters.
  • Psagot Value Holdings's VOC Energy position peaked at $7K in Q4 2022.
  • 22 funds tracked by Wall St. Rank held VOC Energy as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.