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Impact Partnership Wealth’s PBF Energy PBF Stock Holding History

Impact Partnership Wealth’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
2024
Q2 		– Sell
-427
Closed -$24.6K – 537
2024
Q1 		$24.6K Hold
427
– – 0.01% 371
2023
Q4 		$18.8K Sell
427
-327
-43% -$14.8K 0.01% 420
2023
Q3 		$40.4K Sell
754
-22,808
-97% -$1.09M 0.01% 427
2023
Q2 		$965K Buy
+23,562
New +$895K 0.34% 26

Other funds holding PBF

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Impact Partnership Wealth's PBF Position: Q2 2024 in Review

Impact Partnership Wealth sold out of PBF Energy (PBF) in Q2 2024, closing a stake of 427 shares — an estimated $24.6K sold.

Impact Partnership Wealth first reported a position in PBF in Q2 2023 and held it in 4 quarters. The position peaked at $965K in Q2 2023. 391 funds tracked by Wall St. Rank hold PBF as of Q2 2024.

  • Impact Partnership Wealth reported no remaining PBF Energy position as of Q2 2024 after selling out during the quarter.
  • Impact Partnership Wealth sold 427 PBF Energy shares in Q2 2024, an estimated $24.6K.
  • Impact Partnership Wealth first reported a position in PBF Energy in Q2 2023 and held it in 4 quarters.
  • Impact Partnership Wealth's PBF Energy position peaked at $965K in Q2 2023.
  • 391 funds tracked by Wall St. Rank held PBF Energy as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.