Clearstead Advisors’s PetMed Express PETS Stock Holding History

Clearstead Advisors’s Portfolio PETS Stock Details PETS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$2.05K	–	1619
2023 Q3	$2.05K	Buy	200 +100	+100%	+$1.23K	﹤0.01%	1403
2023 Q2	$1.38K	Hold	100	–	–	﹤0.01%	1210
2023 Q1	$1.62K	Hold	100	–	–	﹤0.01%	1171
2022 Q4	$1.77K	Hold	100	–	–	﹤0.01%	1110
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	1092
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	1123
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	1154
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	1070
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	1091
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	976
2021 Q1	$4K	Hold	100	–	–	﹤0.01%	893
2020 Q4	$3K	Hold	100	–	–	﹤0.01%	853
2020 Q3	$3K	Hold	100	–	–	﹤0.01%	790
2020 Q2	$4K	Hold	100	–	–	﹤0.01%	688
2020 Q1	$3K	Buy	+100	New	+$2.62K	﹤0.01%	682

Other funds holding PETS

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

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Geode Capital Management

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