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Baldwin Wealth Partners’s PubMatic PUBM Stock Holding History

Baldwin Wealth Partners’s Portfolio PUBM Stock Details PUBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,500
Closed -$25K – 814
2022
Q3 		$25K Hold
1,500
– – ﹤0.01% 427
2022
Q2 		$24K Hold
1,500
– – ﹤0.01% 451
2022
Q1 		$39K Buy
+1,500
New +$38.4K ﹤0.01% 407

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GHC
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Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IAIM
Industrial Alliance Investment Management Quebec, Quebec, Canada $167M AUM 19.94% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baldwin Wealth Partners's PUBM Position: Q4 2022 in Review

Baldwin Wealth Partners sold out of PubMatic (PUBM) in Q4 2022, closing a stake of 1,500 shares — an estimated $25K sold.

Baldwin Wealth Partners first reported a position in PUBM in Q1 2022 and held it in 3 quarters. The position peaked at $39K in Q1 2022. 160 funds tracked by Wall St. Rank hold PUBM as of Q4 2022.

  • Baldwin Wealth Partners reported no remaining PubMatic position as of Q4 2022 after selling out during the quarter.
  • Baldwin Wealth Partners sold 1,500 PubMatic shares in Q4 2022, an estimated $25K.
  • Baldwin Wealth Partners first reported a position in PubMatic in Q1 2022 and held it in 3 quarters.
  • Baldwin Wealth Partners's PubMatic position peaked at $39K in Q1 2022.
  • 160 funds tracked by Wall St. Rank held PubMatic as of Q4 2022.

Based on Baldwin Wealth Partners's 13F filing for Q4 2022, filed 27 Jan 2023.