CAPTRUST Financial Advisors
PC

CAPTRUST Financial Advisors’s PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) PC Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-4,293
Closed -$35K – 4674
2022
Q2 		$35K Buy
4,293
+531
+14% +$4.33K ﹤0.01% 3029
2022
Q1 		$37K Buy
3,762
+1,157
+44% +$11.4K ﹤0.01% 3010
2021
Q4 		$29K Buy
2,605
+536
+26% +$5.97K ﹤0.01% 3056
2021
Q3 		$26K Buy
2,069
+50
+2% +$628 ﹤0.01% 3002
2021
Q2 		$23K Sell
2,019
-16
-0.8% -$182 ﹤0.01% 3021
2021
Q1 		$27K Buy
2,035
+626
+44% +$8.31K ﹤0.01% 2826
2020
Q4 		$16K Hold
1,409
– – ﹤0.01% 2374
2020
Q3 		$12K Buy
1,409
+1,210
+608% +$10.3K ﹤0.01% 2224
2020
Q2 		$2K Buy
+199
New +$2K ﹤0.01% 2651

Other funds holding PC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
SC
Sawyer & Company Boston, Massachusetts $260M AUM 15.96% 1-Year Est. Return
KLWA
Kelly Lawrence W & Associates Pasadens, California $360M AUM 16.9% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

CAPTRUST Financial Advisors's PC Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) (PC) in Q3 2022, closing a stake of 4,293 shares — an estimated $35K sold.

CAPTRUST Financial Advisors first reported a position in PC in Q2 2020 and held it in 9 quarters. The position peaked at $37K in Q1 2022. 11 funds tracked by Wall St. Rank hold PC as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,293 PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) shares in Q3 2022, an estimated $35K.
  • CAPTRUST Financial Advisors first reported a position in PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) in Q2 2020 and held it in 9 quarters.
  • CAPTRUST Financial Advisors's PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) position peaked at $37K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held PANASONIC CORP ADR (REP 1 SHR COM STK) (JP) as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.