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 New York $6.73T AUM 46.02% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

SCM

SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kestra Private Wealth Services's PETS Position: Q2 2023 in Review

Kestra Private Wealth Services sold out of PetMed Express (PETS) in Q2 2023, closing a stake of 21,271 shares — an estimated $345K sold.

Kestra Private Wealth Services first reported a position in PETS in Q1 2022 and held it in 5 quarters. The position peaked at $637K in Q1 2022. 149 funds tracked by Wall St. Rank hold PETS as of Q2 2023.

Kestra Private Wealth Services reported no remaining PetMed Express position as of Q2 2023 after selling out during the quarter.
Kestra Private Wealth Services sold 21,271 PetMed Express shares in Q2 2023, an estimated $345K.
Kestra Private Wealth Services first reported a position in PetMed Express in Q1 2022 and held it in 5 quarters.
Kestra Private Wealth Services's PetMed Express position peaked at $637K in Q1 2022.
149 funds tracked by Wall St. Rank held PetMed Express as of Q2 2023.

Based on Kestra Private Wealth Services's 13F filing for Q2 2023, filed 8 Aug 2023.