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Cyndeo Wealth Partners’s Palomar PLMR Stock Holding History

Cyndeo Wealth Partners’s Portfolio PLMR Stock Details PLMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,684
Closed -$254K – 460
2024
Q3 		$254K Hold
2,684
– – 0.02% 399
2024
Q2 		$218K Hold
2,684
– – 0.02% 374
2024
Q1 		$225K Buy
+2,684
New +$184K 0.02% 360

Other funds holding PLMR

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Cyndeo Wealth Partners's PLMR Position: Q4 2024 in Review

Cyndeo Wealth Partners sold out of Palomar (PLMR) in Q4 2024, closing a stake of 2,684 shares — an estimated $254K sold.

Cyndeo Wealth Partners first reported a position in PLMR in Q1 2024 and held it in 3 quarters. The position peaked at $254K in Q3 2024. 279 funds tracked by Wall St. Rank hold PLMR as of Q4 2024.

  • Cyndeo Wealth Partners reported no remaining Palomar position as of Q4 2024 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 2,684 Palomar shares in Q4 2024, an estimated $254K.
  • Cyndeo Wealth Partners first reported a position in Palomar in Q1 2024 and held it in 3 quarters.
  • Cyndeo Wealth Partners's Palomar position peaked at $254K in Q3 2024.
  • 279 funds tracked by Wall St. Rank held Palomar as of Q4 2024.

Based on Cyndeo Wealth Partners's 13F filing for Q4 2024, filed 21 Jan 2025.