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	-100	Closed	-$1.02K	–	1592
2023 Q3	$1.02K	Hold	100	–	–	﹤0.01%	1358
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 $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Advisors's PETS Position: Q4 2023 in Review

Clearstead Advisors sold out of PetMed Express (PETS) in Q4 2023, closing a stake of 100 shares — an estimated $1.02K sold.

Clearstead Advisors first reported a position in PETS in Q1 2020 and held it in 15 quarters. The position peaked at $4K in Q1 2021. 130 funds tracked by Wall St. Rank hold PETS as of Q4 2023.

Clearstead Advisors reported no remaining PetMed Express position as of Q4 2023 after selling out during the quarter.
Clearstead Advisors sold 100 PetMed Express shares in Q4 2023, an estimated $1.02K.
Clearstead Advisors first reported a position in PetMed Express in Q1 2020 and held it in 15 quarters.
Clearstead Advisors's PetMed Express position peaked at $4K in Q1 2021.
130 funds tracked by Wall St. Rank held PetMed Express as of Q4 2023.

Based on Clearstead Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.