Measured Wealth Private Client Group’s PBF Energy PBF Stock Holding History

Measured Wealth Private Client Group’s Portfolio PBF Stock Details PBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,636	Closed	-$272K	–	181
2023 Q2	$272K	Sell	6,636 -6,229	-48%	-$237K	0.1%	147
2023 Q1	$558K	Buy	12,865 +4,845	+60%	+$204K	0.21%	71
2022 Q4	$327K	Buy	+8,020	New	+$333K	0.13%	107
2018 Q4	–	Sell	-355	Closed	-$18K	–	516
2018 Q3	$18K	Buy	+355	New	+$16.9K	0.01%	535

Other funds holding PBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Measured Wealth Private Client Group's PBF Position: Q3 2023 in Review

Measured Wealth Private Client Group sold out of PBF Energy (PBF) in Q3 2023, closing a stake of 6,636 shares — an estimated $272K sold.

Measured Wealth Private Client Group first reported a position in PBF in Q3 2018 and held it in 4 quarters. The position peaked at $558K in Q1 2023. 385 funds tracked by Wall St. Rank hold PBF as of Q3 2023.

Measured Wealth Private Client Group reported no remaining PBF Energy position as of Q3 2023 after selling out during the quarter.
Measured Wealth Private Client Group sold 6,636 PBF Energy shares in Q3 2023, an estimated $272K.
Measured Wealth Private Client Group first reported a position in PBF Energy in Q3 2018 and held it in 4 quarters.
Measured Wealth Private Client Group's PBF Energy position peaked at $558K in Q1 2023.
385 funds tracked by Wall St. Rank held PBF Energy as of Q3 2023.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2023, filed 18 Oct 2023.