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IHT Wealth Management’s Ponce Financial Group PDLB Stock Holding History

IHT Wealth Management’s Portfolio PDLB Stock Details PDLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-15,161
Closed -$114K – 861
2020
Q4 		$114K Hold
15,161
– – 0.01% 715
2020
Q3 		$96K Hold
15,161
– – 0.01% 636
2020
Q2 		$111K Sell
15,161
-326
-2% -$2.14K 0.02% 553
2020
Q1 		$114K Hold
15,487
– – 0.02% 505
2019
Q4 		$163K Sell
15,487
-1,077
-7% -$11K 0.02% 581
2019
Q3 		$167K Sell
16,564
-2,732
-14% -$27.8K 0.02% 560
2019
Q2 		$198K Hold
19,296
– – 0.03% 499
2019
Q1 		$193K Sell
19,296
-8,234
-30% -$77.1K 0.03% 468
2018
Q4 		$251K Sell
27,530
-950
-3% -$9.09K 0.05% 374
2018
Q3 		$308K Hold
28,480
– – 0.07% 315
2018
Q2 		$321K Hold
28,480
– – 0.08% 288
2018
Q1 		$298K Hold
28,480
– – 0.08% 272
2017
Q4 		$303K Buy
+28,480
New +$313K 0.08% 282

Other funds holding PDLB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MFP
Michael F. Price $846M AUM 0.07% 1-Year Est. Return

IHT Wealth Management's PDLB Position: Q1 2021 in Review

IHT Wealth Management sold out of Ponce Financial Group (PDLB) in Q1 2021, closing a stake of 15,161 shares — an estimated $114K sold.

IHT Wealth Management first reported a position in PDLB in Q4 2017 and held it in 13 quarters. The position peaked at $321K in Q2 2018. 37 funds tracked by Wall St. Rank hold PDLB as of Q1 2021.

  • IHT Wealth Management reported no remaining Ponce Financial Group position as of Q1 2021 after selling out during the quarter.
  • IHT Wealth Management sold 15,161 Ponce Financial Group shares in Q1 2021, an estimated $114K.
  • IHT Wealth Management first reported a position in Ponce Financial Group in Q4 2017 and held it in 13 quarters.
  • IHT Wealth Management's Ponce Financial Group position peaked at $321K in Q2 2018.
  • 37 funds tracked by Wall St. Rank held Ponce Financial Group as of Q1 2021.

Based on IHT Wealth Management's 13F filing for Q1 2021, filed 18 May 2021.