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McGlone Suttner Wealth Management’s PubMatic PUBM Stock Holding History

McGlone Suttner Wealth Management’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
-300
Closed -$4.89K – 625
2023
Q4 		$4.89K Buy
+300
New +$4.35K ﹤0.01% 580

Other funds holding PUBM

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

McGlone Suttner Wealth Management's PUBM Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of PubMatic (PUBM) in Q1 2024, closing a stake of 300 shares — an estimated $4.89K sold.

McGlone Suttner Wealth Management first reported a position in PUBM in Q4 2023 and held it in 1 quarter. The position peaked at $4.89K in Q4 2023. 178 funds tracked by Wall St. Rank hold PUBM as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining PubMatic position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 300 PubMatic shares in Q1 2024, an estimated $4.89K.
  • McGlone Suttner Wealth Management first reported a position in PubMatic in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's PubMatic position peaked at $4.89K in Q4 2023.
  • 178 funds tracked by Wall St. Rank held PubMatic as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.