MGIA
PBFX

Moneta Group Investment Advisors’s PBF LOGISTICS LP PBFX Stock Holding History

Moneta Group Investment Advisors’s Portfolio PBFX Stock Details PBFX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-36,263
Closed -$685K – 477
2022
Q3 		$685K Sell
36,263
-6,418
-15% -$114K 0.03% 231
2022
Q2 		$659K Buy
42,681
+6,376
+18% +$97.9K 0.02% 261
2022
Q1 		$509K Buy
36,305
+22
+0.1% +$293 0.02% 288
2021
Q4 		$410K Sell
36,283
-9
-0% -$114 0.02% 325
2021
Q3 		$458K Buy
36,292
+2
+0% +$26 0.02% 293
2021
Q2 		$540K Buy
36,290
+13
+0% +$198 0.02% 274
2021
Q1 		$534K Sell
36,277
-7
-0% -$82 0.03% 253
2020
Q4 		$332K Sell
36,284
-35
-0.1% -$309 0.02% 242
2020
Q3 		$296K Buy
+36,319
New +$343K 0.03% 222

Other funds holding PBFX

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Moneta Group Investment Advisors's PBFX Position: Q4 2022 in Review

Moneta Group Investment Advisors sold out of PBF LOGISTICS LP (PBFX) in Q4 2022, closing a stake of 36,263 shares — an estimated $685K sold.

Moneta Group Investment Advisors first reported a position in PBFX in Q3 2020 and held it in 9 quarters. The position peaked at $685K in Q3 2022. 1 fund tracked by Wall St. Rank holds PBFX as of Q4 2022.

  • Moneta Group Investment Advisors reported no remaining PBF LOGISTICS LP position as of Q4 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 36,263 PBF LOGISTICS LP shares in Q4 2022, an estimated $685K.
  • Moneta Group Investment Advisors first reported a position in PBF LOGISTICS LP in Q3 2020 and held it in 9 quarters.
  • Moneta Group Investment Advisors's PBF LOGISTICS LP position peaked at $685K in Q3 2022.
  • 1 fund tracked by Wall St. Rank held PBF LOGISTICS LP as of Q4 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.