Steward Partners Investment Advisory’s Otonomo Technologies Ltd. Ordinary shares OTMO Stock Holding History

Steward Partners Investment Advisory’s Portfolio OTMO Stock Details OTMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-33	Closed	-$238	–	3408
2023 Q1	$238	Sell	33 -34	-51%	-$249	﹤0.01%	3219
2022 Q4	$407	Hold	67	–	–	﹤0.01%	3210
2022 Q3	$0	Sell	67 -66	-50%	-$597	﹤0.01%	3455
2022 Q2	$2K	Hold	133	–	–	﹤0.01%	3061
2022 Q1	$4K	Hold	133	–	–	﹤0.01%	2996
2021 Q4	$8K	Sell	133 -100	-43%	-$6.33K	﹤0.01%	2701
2021 Q3	$17K	Buy	+233	New	+$22.1K	﹤0.01%	2404

Other funds holding OTMO

MCS

Mithaq Capital SPC Al Malqa, Riyadh, Saudi Arabia $204M AUM 17.99% 1-Year Est. Return

DMC

Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return

BHB

Bank Hapoalim BM Tel Aviv, Israel $1.5B AUM 26.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Steward Partners Investment Advisory's OTMO Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of Otonomo Technologies Ltd. Ordinary shares (OTMO) in Q2 2023, closing a stake of 33 shares — an estimated $238 sold.

Steward Partners Investment Advisory first reported a position in OTMO in Q3 2021 and held it in 7 quarters. The position peaked at $17K in Q3 2021. 20 funds tracked by Wall St. Rank hold OTMO as of Q2 2023.

Steward Partners Investment Advisory reported no remaining Otonomo Technologies Ltd. Ordinary shares position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 33 Otonomo Technologies Ltd. Ordinary shares shares in Q2 2023, an estimated $238.
Steward Partners Investment Advisory first reported a position in Otonomo Technologies Ltd. Ordinary shares in Q3 2021 and held it in 7 quarters.
Steward Partners Investment Advisory's Otonomo Technologies Ltd. Ordinary shares position peaked at $17K in Q3 2021.
20 funds tracked by Wall St. Rank held Otonomo Technologies Ltd. Ordinary shares as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.