Abound Wealth Management’s Pulmatrix PULM Stock Holding History

Abound Wealth Management’s Portfolio PULM Stock Details PULM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1	Closed	-$4	–	773
2022 Q3	$4	Buy	+1	New	+$4	﹤0.01%	747

Other funds holding PULM

Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Abound Wealth Management's PULM Position: Q4 2022 in Review

Abound Wealth Management sold out of Pulmatrix (PULM) in Q4 2022, closing a stake of 1 share — an estimated $4 sold.

Abound Wealth Management first reported a position in PULM in Q3 2022 and held it in 1 quarter. The position peaked at $4 in Q3 2022. 14 funds tracked by Wall St. Rank hold PULM as of Q4 2022.

Abound Wealth Management reported no remaining Pulmatrix position as of Q4 2022 after selling out during the quarter.
Abound Wealth Management sold 1 Pulmatrix share in Q4 2022, an estimated $4.
Abound Wealth Management first reported a position in Pulmatrix in Q3 2022 and held it in 1 quarter.
Abound Wealth Management's Pulmatrix position peaked at $4 in Q3 2022.
14 funds tracked by Wall St. Rank held Pulmatrix as of Q4 2022.

Based on Abound Wealth Management's 13F filing for Q4 2022, filed 7 Aug 2024.