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IHT Wealth Management’s Pricesmart PSMT Stock Holding History

IHT 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
2018
Q2 		– Sell
-79
Closed -$7K – 1109
2018
Q1 		$7K Hold
79
– – ﹤0.01% 1271
2017
Q4 		$6K Buy
+79
New +$6.75K ﹤0.01% 1303

Other funds holding PSMT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IHT Wealth Management's PSMT Position: Q2 2018 in Review

IHT Wealth Management sold out of Pricesmart (PSMT) in Q2 2018, closing a stake of 79 shares — an estimated $7K sold.

IHT Wealth Management first reported a position in PSMT in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 164 funds tracked by Wall St. Rank hold PSMT as of Q2 2018.

  • IHT Wealth Management reported no remaining Pricesmart position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 79 Pricesmart shares in Q2 2018, an estimated $7K.
  • IHT Wealth Management first reported a position in Pricesmart in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's Pricesmart position peaked at $7K in Q1 2018.
  • 164 funds tracked by Wall St. Rank held Pricesmart as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.