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Focused Wealth Management’s Palomar PLMR Stock Holding History

Focused Wealth Management’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
2021
Q1 		– Sell
-40
Closed -$4K – 983
2020
Q4 		$4K Hold
40
– – ﹤0.01% 689
2020
Q3 		$4K Hold
40
– – ﹤0.01% 638
2020
Q2 		$3K Buy
+40
New +$2.65K ﹤0.01% 650

Other funds holding PLMR

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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Focused Wealth Management's PLMR Position: Q1 2021 in Review

Focused Wealth Management sold out of Palomar (PLMR) in Q1 2021, closing a stake of 40 shares — an estimated $4K sold.

Focused Wealth Management first reported a position in PLMR in Q2 2020 and held it in 3 quarters. The position peaked at $4K in Q4 2020. 175 funds tracked by Wall St. Rank hold PLMR as of Q1 2021.

  • Focused Wealth Management reported no remaining Palomar position as of Q1 2021 after selling out during the quarter.
  • Focused Wealth Management sold 40 Palomar shares in Q1 2021, an estimated $4K.
  • Focused Wealth Management first reported a position in Palomar in Q2 2020 and held it in 3 quarters.
  • Focused Wealth Management's Palomar position peaked at $4K in Q4 2020.
  • 175 funds tracked by Wall St. Rank held Palomar as of Q1 2021.

Based on Focused Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.