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DHK Financial Advisors’s Perma-Fix Environmental Services PESI Stock Holding History

DHK Financial Advisors’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,966
Closed -$121K – 99
2024
Q4 		$121K Buy
+10,966
New +$144K 0.07% 89

Other funds holding PESI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $763M AUM 108.51% 1-Year Est. Return

DHK Financial Advisors's PESI Position: Q1 2025 in Review

DHK Financial Advisors sold out of Perma-Fix Environmental Services (PESI) in Q1 2025, closing a stake of 10,966 shares — an estimated $121K sold.

DHK Financial Advisors first reported a position in PESI in Q4 2024 and held it in 1 quarter. The position peaked at $121K in Q4 2024. 75 funds tracked by Wall St. Rank hold PESI as of Q1 2025.

  • DHK Financial Advisors reported no remaining Perma-Fix Environmental Services position as of Q1 2025 after selling out during the quarter.
  • DHK Financial Advisors sold 10,966 Perma-Fix Environmental Services shares in Q1 2025, an estimated $121K.
  • DHK Financial Advisors first reported a position in Perma-Fix Environmental Services in Q4 2024 and held it in 1 quarter.
  • DHK Financial Advisors's Perma-Fix Environmental Services position peaked at $121K in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q1 2025.

Based on DHK Financial Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.