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Advisornet Financial’s Pangaea Logistics PANL Stock Holding History

Advisornet Financial’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,150
Closed -$7.75K – 2471
2023
Q3 		$6.76K Buy
+1,150
New +$7.17K ﹤0.01% 1337

Other funds holding PANL

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Advisornet Financial's PANL Position: Q4 2023 in Review

Advisornet Financial sold out of Pangaea Logistics (PANL) in Q4 2023, closing a stake of 1,150 shares — an estimated $7.75K sold.

Advisornet Financial first reported a position in PANL in Q3 2023 and held it in 1 quarter. The position peaked at $6.76K in Q3 2023. 94 funds tracked by Wall St. Rank hold PANL as of Q4 2023.

  • Advisornet Financial reported no remaining Pangaea Logistics position as of Q4 2023 after selling out during the quarter.
  • Advisornet Financial sold 1,150 Pangaea Logistics shares in Q4 2023, an estimated $7.75K.
  • Advisornet Financial first reported a position in Pangaea Logistics in Q3 2023 and held it in 1 quarter.
  • Advisornet Financial's Pangaea Logistics position peaked at $6.76K in Q3 2023.
  • 94 funds tracked by Wall St. Rank held Pangaea Logistics as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.