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EverSource Wealth Advisors’s PetMed Express PETS Stock Holding History

EverSource Wealth 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
2024
Q2 		– Sell
-695
Closed -$2.75K – 3122
2024
Q1 		$2.75K Buy
+695
New +$4.04K ﹤0.01% 2283
2023
Q4 		– Sell
-181
Closed -$1.85K – 2719
2023
Q3 		$1.85K Buy
+181
New +$2.23K ﹤0.01% 2028
2022
Q3 		– Sell
-143
Closed -$3K – 2090
2022
Q2 		$3K Sell
143
-39
-21% -$872 ﹤0.01% 1418
2022
Q1 		$5K Buy
+182
New +$4.72K ﹤0.01% 1275

Other funds holding PETS

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EverSource Wealth Advisors's PETS Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of PetMed Express (PETS) in Q2 2024, closing a stake of 695 shares — an estimated $2.75K sold.

EverSource Wealth Advisors first reported a position in PETS in Q1 2022 and held it in 4 quarters. The position peaked at $5K in Q1 2022. 117 funds tracked by Wall St. Rank hold PETS as of Q2 2024.

  • EverSource Wealth Advisors reported no remaining PetMed Express position as of Q2 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 695 PetMed Express shares in Q2 2024, an estimated $2.75K.
  • EverSource Wealth Advisors first reported a position in PetMed Express in Q1 2022 and held it in 4 quarters.
  • EverSource Wealth Advisors's PetMed Express position peaked at $5K in Q1 2022.
  • 117 funds tracked by Wall St. Rank held PetMed Express as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.