Castle Financial & Retirement Planning Associates’s Pro-Dex PDEX Stock Holding History

Castle Financial & Retirement Planning Associates’s Portfolio PDEX Stock Details PDEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1K	Buy	+25	New	+$599	﹤0.01%	195

Other funds holding PDEX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's PDEX Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Pro-Dex (PDEX) in Q4 2021: 25 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #195 among its holdings.

25 funds tracked by Wall St. Rank hold PDEX as of Q4 2021.

Castle Financial & Retirement Planning Associates held 25 shares of Pro-Dex worth $1K as of Q4 2021.
Pro-Dex was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Pro-Dex made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #195 holding.
25 funds tracked by Wall St. Rank held Pro-Dex as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.