FFA
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Founders Financial Alliance’s Pricesmart PSMT Stock Holding History

Founders Financial Alliance’s Portfolio PSMT Stock Details PSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-35
Closed -$2K – 1038
2020
Q3 		$2K Buy
+35
New +$2.31K ﹤0.01% 1215

Other funds holding PSMT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return

Founders Financial Alliance's PSMT Position: Q4 2020 in Review

Founders Financial Alliance sold out of Pricesmart (PSMT) in Q4 2020, closing a stake of 35 shares — an estimated $2K sold.

Founders Financial Alliance first reported a position in PSMT in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 200 funds tracked by Wall St. Rank hold PSMT as of Q4 2020.

  • Founders Financial Alliance reported no remaining Pricesmart position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 35 Pricesmart shares in Q4 2020, an estimated $2K.
  • Founders Financial Alliance first reported a position in Pricesmart in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Pricesmart position peaked at $2K in Q3 2020.
  • 200 funds tracked by Wall St. Rank held Pricesmart as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.