MSFP
PAMT

Mark Sheptoff Financial Planning’s PAMT Corp PAMT Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio PAMT Stock Details PAMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-1,200
Closed -$19K – 439
2021
Q1 		$19K Buy
+1,200
New +$17.3K 0.01% 239

Other funds holding PAMT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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
HCM
Horrell Capital Management Little Rock, Arkansas $219M AUM 21.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mark Sheptoff Financial Planning's PAMT Position: Q2 2021 in Review

Mark Sheptoff Financial Planning sold out of PAMT Corp (PAMT) in Q2 2021, closing a stake of 1,200 shares — an estimated $19K sold.

Mark Sheptoff Financial Planning first reported a position in PAMT in Q1 2021 and held it in 1 quarter. The position peaked at $19K in Q1 2021. 38 funds tracked by Wall St. Rank hold PAMT as of Q2 2021.

  • Mark Sheptoff Financial Planning reported no remaining PAMT Corp position as of Q2 2021 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 1,200 PAMT Corp shares in Q2 2021, an estimated $19K.
  • Mark Sheptoff Financial Planning first reported a position in PAMT Corp in Q1 2021 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's PAMT Corp position peaked at $19K in Q1 2021.
  • 38 funds tracked by Wall St. Rank held PAMT Corp as of Q2 2021.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2021, filed 12 Aug 2021.