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JFS Wealth Advisors’s PubMatic PUBM Stock Holding History

JFS Wealth Advisors’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
2023
Q3 		– Sell
-100
Closed -$1.83K – 1998
2023
Q2 		$1.83K Hold
100
– – ﹤0.01% 1416
2023
Q1 		$1.38K Hold
100
– – ﹤0.01% 1493
2022
Q4 		$1.28K Sell
100
-100
-50% -$1.57K ﹤0.01% 1535
2022
Q3 		$3K Hold
200
– – ﹤0.01% 1224
2022
Q2 		$3K Sell
200
-1
-0.5% -$21 ﹤0.01% 1223
2022
Q1 		$5K Buy
201
+101
+101% +$2.59K ﹤0.01% 1059
2021
Q4 		$3K Buy
+100
New +$3.26K ﹤0.01% 978

Other funds holding PUBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NC
Nixon Capital Austin, Texas $293M AUM 19.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

JFS Wealth Advisors's PUBM Position: Q3 2023 in Review

JFS Wealth Advisors sold out of PubMatic (PUBM) in Q3 2023, closing a stake of 100 shares — an estimated $1.83K sold.

JFS Wealth Advisors first reported a position in PUBM in Q4 2021 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 141 funds tracked by Wall St. Rank hold PUBM as of Q3 2023.

  • JFS Wealth Advisors reported no remaining PubMatic position as of Q3 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 100 PubMatic shares in Q3 2023, an estimated $1.83K.
  • JFS Wealth Advisors first reported a position in PubMatic in Q4 2021 and held it in 7 quarters.
  • JFS Wealth Advisors's PubMatic position peaked at $5K in Q1 2022.
  • 141 funds tracked by Wall St. Rank held PubMatic as of Q3 2023.

Based on JFS Wealth Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.