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Beaird Harris Wealth Management’s PubMatic PUBM Stock Holding History

Beaird Harris Wealth Management’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
2024
Q3 		– Sell
-260
Closed -$5.28K – 669
2024
Q2 		$5.28K Hold
260
– – ﹤0.01% 441
2024
Q1 		$6.17K Hold
260
– – ﹤0.01% 372
2023
Q4 		$4.24K Hold
260
– – ﹤0.01% 400
2023
Q3 		$3.15K Buy
260
+60
+30% +$913 ﹤0.01% 334
2023
Q2 		$3.66K Hold
200
– – ﹤0.01% 340
2023
Q1 		$2.76K Buy
200
+150
+300% +$2.17K ﹤0.01% 358
2022
Q4 		$640 Sell
50
-50
-50% -$784 ﹤0.01% 674
2022
Q3 		$2K Buy
+100
New +$1.81K ﹤0.01% 408
2022
Q2 		– Sell
-100
Closed -$3K – 555
2022
Q1 		$3K Buy
+100
New +$2.56K ﹤0.01% 495

Other funds holding PUBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GHC
Graham Holdings Company Arlington, Virginia $967M AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Beaird Harris Wealth Management's PUBM Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of PubMatic (PUBM) in Q3 2024, closing a stake of 260 shares — an estimated $5.28K sold.

Beaird Harris Wealth Management first reported a position in PUBM in Q1 2022 and held it in 9 quarters. The position peaked at $6.17K in Q1 2024. 166 funds tracked by Wall St. Rank hold PUBM as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining PubMatic position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 260 PubMatic shares in Q3 2024, an estimated $5.28K.
  • Beaird Harris Wealth Management first reported a position in PubMatic in Q1 2022 and held it in 9 quarters.
  • Beaird Harris Wealth Management's PubMatic position peaked at $6.17K in Q1 2024.
  • 166 funds tracked by Wall St. Rank held PubMatic as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.