GWAG
PBF icon

Garrett Wealth Advisory Group’s PBF Energy PBF Stock Holding History

Garrett Wealth Advisory Group’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
2019
Q4 		– Sell
-43
Closed -$1.17K – 479
2019
Q3 		$1.17K Buy
+43
New +$1.1K ﹤0.01% 684

Other funds holding PBF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Garrett Wealth Advisory Group's PBF Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of PBF Energy (PBF) in Q4 2019, closing a stake of 43 shares — an estimated $1.17K sold.

Garrett Wealth Advisory Group first reported a position in PBF in Q3 2019 and held it in 1 quarter. The position peaked at $1.17K in Q3 2019. 300 funds tracked by Wall St. Rank hold PBF as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining PBF Energy position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 43 PBF Energy shares in Q4 2019, an estimated $1.17K.
  • Garrett Wealth Advisory Group first reported a position in PBF Energy in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's PBF Energy position peaked at $1.17K in Q3 2019.
  • 300 funds tracked by Wall St. Rank held PBF Energy as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.