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Forum Financial Management’s PBF Energy PBF Stock Holding History

Forum Financial Management’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,280
Closed -$246K – 756
2024
Q1 		$246K Buy
+4,280
New +$210K ﹤0.01% 596
2023
Q4 		– Sell
-4,280
Closed -$229K – 712
2023
Q3 		$229K Buy
+4,280
New +$204K 0.01% 534

Other funds holding PBF

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Forum Financial Management's PBF Position: Q2 2024 in Review

Forum Financial Management sold out of PBF Energy (PBF) in Q2 2024, closing a stake of 4,280 shares — an estimated $246K sold.

Forum Financial Management first reported a position in PBF in Q3 2023 and held it in 2 quarters. The position peaked at $246K in Q1 2024. 391 funds tracked by Wall St. Rank hold PBF as of Q2 2024.

  • Forum Financial Management reported no remaining PBF Energy position as of Q2 2024 after selling out during the quarter.
  • Forum Financial Management sold 4,280 PBF Energy shares in Q2 2024, an estimated $246K.
  • Forum Financial Management first reported a position in PBF Energy in Q3 2023 and held it in 2 quarters.
  • Forum Financial Management's PBF Energy position peaked at $246K in Q1 2024.
  • 391 funds tracked by Wall St. Rank held PBF Energy as of Q2 2024.

Based on Forum Financial Management's 13F filing for Q2 2024, filed 30 Jul 2024.