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SOA Wealth Advisors’s Taboola.com TBLA Stock Holding History

SOA Wealth Advisors’s Portfolio TBLA Stock Details TBLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-982
Closed -$5K – 1020
2022
Q1 		$5K Hold
982
– – ﹤0.01% 697
2021
Q4 		$7K Hold
982
– – ﹤0.01% 627
2021
Q3 		$8K Hold
982
– – ﹤0.01% 626
2021
Q2 		$10K Buy
+982
New +$10.2K ﹤0.01% 582

Other funds holding TBLA

EVP
Evergreen Venture Partners Tel Aviv, Israel $68.4M AUM 1.49% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IAC
ION Acquisition Corp Herzliya, Israel $5.63M AUM 38.71% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IAM
Ion Asset Management Herzliya, Israel $911M AUM 24.97% 1-Year Est. Return
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SOA Wealth Advisors's TBLA Position: Q2 2022 in Review

SOA Wealth Advisors sold out of Taboola.com (TBLA) in Q2 2022, closing a stake of 982 shares — an estimated $5K sold.

SOA Wealth Advisors first reported a position in TBLA in Q2 2021 and held it in 4 quarters. The position peaked at $10K in Q2 2021. 89 funds tracked by Wall St. Rank hold TBLA as of Q2 2022.

  • SOA Wealth Advisors reported no remaining Taboola.com position as of Q2 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 982 Taboola.com shares in Q2 2022, an estimated $5K.
  • SOA Wealth Advisors first reported a position in Taboola.com in Q2 2021 and held it in 4 quarters.
  • SOA Wealth Advisors's Taboola.com position peaked at $10K in Q2 2021.
  • 89 funds tracked by Wall St. Rank held Taboola.com as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.