Independent Solutions Wealth Management’s PubMatic PUBM Stock Holding History

Independent Solutions Wealth Management’s Portfolio PUBM Stock Details PUBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-8,557	Closed	-$203K	–	171
2024 Q1	$203K	Buy	+8,557	New	+$153K	0.05%	167
2023 Q4	–	Sell	-11,609	Closed	-$140K	–	198
2023 Q3	$140K	Sell	11,609 -10	-0.1%	-$152	0.04%	196
2023 Q2	$212K	Sell	11,619 -274	-2%	-$4.36K	0.05%	208
2023 Q1	$164K	Sell	11,893 -36	-0.3%	-$520	0.05%	205
2022 Q4	$153K	Sell	11,929 -3,720	-24%	-$58.3K	0.05%	207
2022 Q3	$260K	Hold	15,649	–	–	0.09%	180
2022 Q2	$249K	Sell	15,649 -37,438	-71%	-$802K	0.08%	180
2022 Q1	$1.39M	Sell	53,087 -1,671	-3%	-$42.8K	0.33%	76
2021 Q4	$1.86M	Buy	+54,758	New	+$1.78M	0.44%	59

Other funds holding PUBM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GHC

Graham Holdings Company Arlington, Virginia $967M AUM 15.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Nixon Capital Austin, Texas $293M AUM 19.56% 1-Year Est. Return

Independent Solutions Wealth Management's PUBM Position: Q2 2024 in Review

Independent Solutions Wealth Management sold out of PubMatic (PUBM) in Q2 2024, closing a stake of 8,557 shares — an estimated $203K sold.

Independent Solutions Wealth Management first reported a position in PUBM in Q4 2021 and held it in 9 quarters. The position peaked at $1.86M in Q4 2021. 192 funds tracked by Wall St. Rank hold PUBM as of Q2 2024.

Independent Solutions Wealth Management reported no remaining PubMatic position as of Q2 2024 after selling out during the quarter.
Independent Solutions Wealth Management sold 8,557 PubMatic shares in Q2 2024, an estimated $203K.
Independent Solutions Wealth Management first reported a position in PubMatic in Q4 2021 and held it in 9 quarters.
Independent Solutions Wealth Management's PubMatic position peaked at $1.86M in Q4 2021.
192 funds tracked by Wall St. Rank held PubMatic as of Q2 2024.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2024, filed 19 Dec 2024.