SOA Wealth Advisors’s Similarweb SMWB Stock Holding History

SOA Wealth Advisors’s Portfolio SMWB Stock Details SMWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-1,000	Closed	-$18.4K	–	977
2021 Q3	$20K	Buy	+1,000	New	+$21.7K	0.01%	459

Other funds holding SMWB

Naspers South Africa $253M AUM 25.32% 1-Year Est. Return

ICP

ION Crossover Partners Herzliya Pituach, Israel $36.9M AUM

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

AFT

Alpha Family Trust Los Angeles, California $206M AUM 35.6% 1-Year Est. Return

Ulysses Management New York $802M AUM 5.35% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SOA Wealth Advisors's SMWB Position: Q4 2021 in Review

SOA Wealth Advisors sold out of Similarweb (SMWB) in Q4 2021, closing a stake of 1,000 shares — an estimated $18.4K sold.

SOA Wealth Advisors first reported a position in SMWB in Q3 2021 and held it in 1 quarter. The position peaked at $20K in Q3 2021. 45 funds tracked by Wall St. Rank hold SMWB as of Q4 2021.

SOA Wealth Advisors reported no remaining Similarweb position as of Q4 2021 after selling out during the quarter.
SOA Wealth Advisors sold 1,000 Similarweb shares in Q4 2021, an estimated $18.4K.
SOA Wealth Advisors first reported a position in Similarweb in Q3 2021 and held it in 1 quarter.
SOA Wealth Advisors's Similarweb position peaked at $20K in Q3 2021.
45 funds tracked by Wall St. Rank held Similarweb as of Q4 2021.

Based on SOA Wealth Advisors's 13F filing for Q4 2021, filed 13 Jan 2022.