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Life Planning Partners’s PubMatic PUBM Stock Holding History

Life Planning Partners’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
-100
Closed -$1.63K – 188
2023
Q4 		$1.63K Buy
+100
New +$1.45K ﹤0.01% 214

Other funds holding PUBM

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

Life Planning Partners's PUBM Position: Q1 2024 in Review

Life Planning Partners sold out of PubMatic (PUBM) in Q1 2024, closing a stake of 100 shares — an estimated $1.63K sold.

Life Planning Partners first reported a position in PUBM in Q4 2023 and held it in 1 quarter. The position peaked at $1.63K in Q4 2023. 178 funds tracked by Wall St. Rank hold PUBM as of Q1 2024.

  • Life Planning Partners reported no remaining PubMatic position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 100 PubMatic shares in Q1 2024, an estimated $1.63K.
  • Life Planning Partners first reported a position in PubMatic in Q4 2023 and held it in 1 quarter.
  • Life Planning Partners's PubMatic position peaked at $1.63K in Q4 2023.
  • 178 funds tracked by Wall St. Rank held PubMatic as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.