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Beverly Hills Private Wealth’s PureCycle Technologies PCT Stock Holding History

Beverly Hills Private Wealth’s Portfolio PCT Stock Details PCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,100
Closed -$56.7K – 351
2023
Q3 		$56.7K Hold
10,100
– – 0.02% 290
2023
Q2 		$111K Sell
10,100
-1,400
-12% -$10.1K 0.02% 314
2023
Q1 		$80.5K Hold
11,500
– – 0.03% 276
2022
Q4 		$77.7K Buy
+11,500
New +$82.9K 0.03% 233

Other funds holding PCT

SC
Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AWAM
Appian Way Asset Management New York $558M AUM 1.95% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

Beverly Hills Private Wealth's PCT Position: Q4 2023 in Review

Beverly Hills Private Wealth sold out of PureCycle Technologies (PCT) in Q4 2023, closing a stake of 10,100 shares — an estimated $56.7K sold.

Beverly Hills Private Wealth first reported a position in PCT in Q4 2022 and held it in 4 quarters. The position peaked at $111K in Q2 2023. 191 funds tracked by Wall St. Rank hold PCT as of Q4 2023.

  • Beverly Hills Private Wealth reported no remaining PureCycle Technologies position as of Q4 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 10,100 PureCycle Technologies shares in Q4 2023, an estimated $56.7K.
  • Beverly Hills Private Wealth first reported a position in PureCycle Technologies in Q4 2022 and held it in 4 quarters.
  • Beverly Hills Private Wealth's PureCycle Technologies position peaked at $111K in Q2 2023.
  • 191 funds tracked by Wall St. Rank held PureCycle Technologies as of Q4 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q4 2023, filed 30 Jan 2024.