Keener Financial Planning’s PubMatic PUBM Stock Holding History

Keener Financial Planning’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 Q1	–	Sell	-533	Closed	-$9K	–	207
2023 Q4	$9K	Buy	+533	New	+$7.73K	0.01%	148

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

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

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

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Keener Financial Planning's PUBM Position: Q1 2024 in Review

Keener Financial Planning sold out of PubMatic (PUBM) in Q1 2024, closing a stake of 533 shares — an estimated $9K sold.

Keener Financial Planning first reported a position in PUBM in Q4 2023 and held it in 1 quarter. The position peaked at $9K in Q4 2023. 178 funds tracked by Wall St. Rank hold PUBM as of Q1 2024.

Keener Financial Planning reported no remaining PubMatic position as of Q1 2024 after selling out during the quarter.
Keener Financial Planning sold 533 PubMatic shares in Q1 2024, an estimated $9K.
Keener Financial Planning first reported a position in PubMatic in Q4 2023 and held it in 1 quarter.
Keener Financial Planning's PubMatic position peaked at $9K in Q4 2023.
178 funds tracked by Wall St. Rank held PubMatic as of Q1 2024.

Based on Keener Financial Planning's 13F filing for Q1 2024, filed 3 May 2024.