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Comprehensive Financial Consultants Institutional’s Pure Cycle PCYO Stock Holding History

Comprehensive Financial Consultants Institutional’s Portfolio PCYO Stock Details PCYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-219
Closed -$2K – 387
2021
Q4 		$2K Buy
+219
New +$3.28K ﹤0.01% 426

Other funds holding PCYO

PC
Plaisance Capital Denver, Colorado $172M AUM 27.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SCM
Stadium Capital Management New Canaan, Connecticut $40.6M AUM 5.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's PCYO Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of Pure Cycle (PCYO) in Q1 2022, closing a stake of 219 shares — an estimated $2K sold.

Comprehensive Financial Consultants Institutional first reported a position in PCYO in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 113 funds tracked by Wall St. Rank hold PCYO as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining Pure Cycle position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 219 Pure Cycle shares in Q1 2022, an estimated $2K.
  • Comprehensive Financial Consultants Institutional first reported a position in Pure Cycle in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's Pure Cycle position peaked at $2K in Q4 2021.
  • 113 funds tracked by Wall St. Rank held Pure Cycle as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.