Avion Wealth’s PetMed Express PETS Stock Holding History

Avion Wealth’s Portfolio PETS Stock Details PETS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-18	Closed	–	–	1280
2023 Q3	$0	Hold	18	–	–	﹤0.01%	1102
2023 Q2	$0	Hold	18	–	–	﹤0.01%	963
2023 Q1	$0	Hold	18	–	–	﹤0.01%	718
2022 Q4	$0	Hold	18	–	–	﹤0.01%	517
2022 Q3	$0	Hold	18	–	–	﹤0.01%	558
2022 Q2	$0	Buy	+18	New	+$402	﹤0.01%	541

Other funds holding PETS

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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

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

Avion Wealth's PETS Position: Q4 2023 in Review

Avion Wealth sold out of PetMed Express (PETS) in Q4 2023, closing a stake of 18 shares.

Avion Wealth first reported a position in PETS in Q2 2022 and held it in 6 quarters. The position peaked at $0 in Q3 2023. 130 funds tracked by Wall St. Rank hold PETS as of Q4 2023.

Avion Wealth reported no remaining PetMed Express position as of Q4 2023 after selling out during the quarter.
Avion Wealth sold 18 PetMed Express shares in Q4 2023.
Avion Wealth first reported a position in PetMed Express in Q2 2022 and held it in 6 quarters.
Avion Wealth's PetMed Express position peaked at $0 in Q3 2023.
130 funds tracked by Wall St. Rank held PetMed Express as of Q4 2023.

Based on Avion Wealth's 13F filing for Q4 2023, filed 26 Jan 2024.