APA
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American Portfolios Advisors’s Palomar PLMR Stock Holding History

American Portfolios Advisors’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-20
Closed -$1.78K – 3306
2020
Q4 		$1.78K Sell
20
-2,302
-99% -$194K ﹤0.01% 2723
2020
Q3 		$242K Buy
2,322
+8
+0.3% +$785 0.01% 730
2020
Q2 		$198K Buy
2,314
+1,764
+321% +$117K 0.01% 739
2020
Q1 		$32K Buy
+550
New +$28.7K ﹤0.01% 1350

Other funds holding PLMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Portfolios Advisors's PLMR Position: Q1 2021 in Review

American Portfolios Advisors sold out of Palomar (PLMR) in Q1 2021, closing a stake of 20 shares — an estimated $1.78K sold.

American Portfolios Advisors first reported a position in PLMR in Q1 2020 and held it in 4 quarters. The position peaked at $242K in Q3 2020. 175 funds tracked by Wall St. Rank hold PLMR as of Q1 2021.

  • American Portfolios Advisors reported no remaining Palomar position as of Q1 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 20 Palomar shares in Q1 2021, an estimated $1.78K.
  • American Portfolios Advisors first reported a position in Palomar in Q1 2020 and held it in 4 quarters.
  • American Portfolios Advisors's Palomar position peaked at $242K in Q3 2020.
  • 175 funds tracked by Wall St. Rank held Palomar as of Q1 2021.

Based on American Portfolios Advisors's 13F filing for Q1 2021, filed 22 Mar 2023.