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Gupta Wealth Management’s Pricesmart PSMT Stock Holding History

Gupta Wealth Management’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
2015
Q2 		– Sell
-85
Closed -$7K – 1305
2015
Q1 		$7K Buy
+85
New +$7.05K ﹤0.01% 830

Other funds holding PSMT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Gupta Wealth Management's PSMT Position: Q2 2015 in Review

Gupta Wealth Management sold out of Pricesmart (PSMT) in Q2 2015, closing a stake of 85 shares — an estimated $7K sold.

Gupta Wealth Management first reported a position in PSMT in Q1 2015 and held it in 1 quarter. The position peaked at $7K in Q1 2015. 168 funds tracked by Wall St. Rank hold PSMT as of Q2 2015.

  • Gupta Wealth Management reported no remaining Pricesmart position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 85 Pricesmart shares in Q2 2015, an estimated $7K.
  • Gupta Wealth Management first reported a position in Pricesmart in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Pricesmart position peaked at $7K in Q1 2015.
  • 168 funds tracked by Wall St. Rank held Pricesmart as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.