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Selective Wealth Management’s AudioCodes AUDC Stock Holding History

Selective Wealth Management’s Portfolio AUDC Stock Details AUDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-530
Closed -$12K – 166
2022
Q3 		$12K Hold
530
– – 0.01% 488
2022
Q2 		$12K Hold
530
– – ﹤0.01% 534
2022
Q1 		$14K Hold
530
– – 0.01% 489
2021
Q4 		$18K Hold
530
– – 0.01% 420
2021
Q3 		$17K Buy
+530
New +$17.2K 0.01% 377

Other funds holding AUDC

GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Selective Wealth Management's AUDC Position: Q4 2022 in Review

Selective Wealth Management sold out of AudioCodes (AUDC) in Q4 2022, closing a stake of 530 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in AUDC in Q3 2021 and held it in 5 quarters. The position peaked at $18K in Q4 2021. 99 funds tracked by Wall St. Rank hold AUDC as of Q4 2022.

  • Selective Wealth Management reported no remaining AudioCodes position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 530 AudioCodes shares in Q4 2022, an estimated $12K.
  • Selective Wealth Management first reported a position in AudioCodes in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's AudioCodes position peaked at $18K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held AudioCodes as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.