BCWM
PC

Bartlett & Co Wealth Management’s PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) PC Stock Holding History

Bartlett & Co Wealth Management’s Portfolio PC Stock Details PC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-53
Closed -$614 – 1097
2021
Q2 		$614 Hold
53
– – ﹤0.01% 1007
2021
Q1 		$683 Hold
53
– – ﹤0.01% 1025
2020
Q4 		$611 Buy
+53
New +$611 ﹤0.01% 1120

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NA
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SW
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HPCM
High Pointe Capital Management Chicago, Illinois $139M AUM 24.99% 1-Year Est. Return
TAM
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PCG
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CAPTRUST Financial Advisors
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WOC
West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Bartlett & Co Wealth Management's PC Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) (PC) in Q3 2021, closing a stake of 53 shares — an estimated $614 sold.

Bartlett & Co Wealth Management first reported a position in PC in Q4 2020 and held it in 3 quarters. The position peaked at $683 in Q1 2021. 16 funds tracked by Wall St. Rank hold PC as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 53 PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) shares in Q3 2021, an estimated $614.
  • Bartlett & Co Wealth Management first reported a position in PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) in Q4 2020 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) position peaked at $683 in Q1 2021.
  • 16 funds tracked by Wall St. Rank held PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.