KPWS
PETS icon

Kestra Private Wealth Services’s PetMed Express PETS Stock Holding History

Kestra Private Wealth Services’s Portfolio PETS Stock Details PETS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-21,271
Closed -$345K – 1121
2023
Q1 		$345K Buy
21,271
+167
+0.8% +$3.15K 0.01% 730
2022
Q4 		$374K Sell
21,104
-9,068
-30% -$180K 0.02% 602
2022
Q3 		$589K Buy
30,172
+1,301
+5% +$27.6K 0.03% 455
2022
Q2 		$575K Buy
28,871
+4,172
+17% +$93.2K 0.03% 462
2022
Q1 		$637K Buy
+24,699
New +$641K 0.03% 498

Other funds holding PETS

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.51B AUM 49.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return