Yahav Achim Ve Achayot - Provident Funds Management Company’s Invesco KBW Bank ETF KBWB Stock Holding History

Yahav Achim Ve Achayot - Provident Funds Management Company’s Portfolio KBWB Stock Details KBWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-10,838	Closed	-$562K	–	63
2022 Q4	$562K	Hold	10,838	–	–	0.53%	50
2022 Q3	$536K	Hold	10,838	–	–	0.52%	49
2022 Q2	$561K	Hold	10,838	–	–	0.5%	50
2022 Q1	$689K	Hold	10,838	–	–	0.53%	50
2021 Q4	$741K	Hold	10,838	–	–	0.53%	48
2021 Q3	$731K	Buy	+10,838	New	+$702K	0.57%	44

Other funds holding KBWB

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

HIIFS

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Yahav Achim Ve Achayot - Provident Funds Management Company's KBWB Position: Q1 2023 in Review

Yahav Achim Ve Achayot - Provident Funds Management Company sold out of Invesco KBW Bank ETF (KBWB) in Q1 2023, closing a stake of 10,838 shares — an estimated $562K sold.

Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in KBWB in Q3 2021 and held it in 6 quarters. The position peaked at $741K in Q4 2021. 158 funds tracked by Wall St. Rank hold KBWB as of Q1 2023.

Yahav Achim Ve Achayot - Provident Funds Management Company reported no remaining Invesco KBW Bank ETF position as of Q1 2023 after selling out during the quarter.
Yahav Achim Ve Achayot - Provident Funds Management Company sold 10,838 Invesco KBW Bank ETF shares in Q1 2023, an estimated $562K.
Yahav Achim Ve Achayot - Provident Funds Management Company first reported a position in Invesco KBW Bank ETF in Q3 2021 and held it in 6 quarters.
Yahav Achim Ve Achayot - Provident Funds Management Company's Invesco KBW Bank ETF position peaked at $741K in Q4 2021.
158 funds tracked by Wall St. Rank held Invesco KBW Bank ETF as of Q1 2023.

Based on Yahav Achim Ve Achayot - Provident Funds Management Company's 13F filing for Q1 2023, filed 11 May 2023.