Moss Adams Wealth Advisors’s PubMatic PUBM Stock Holding History

Moss Adams Wealth Advisors’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 Q3	–	Sell	-40,000	Closed	-$812K	–	215
2024 Q2	$812K	Hold	40,000	–	–	0.11%	57
2024 Q1	$949K	Hold	40,000	–	–	0.15%	47
2023 Q4	$652K	Hold	40,000	–	–	0.14%	47
2023 Q3	$484K	Hold	40,000	–	–	0.17%	43
2023 Q2	$731K	Hold	40,000	–	–	0.24%	33
2023 Q1	$553K	Hold	40,000	–	–	0.19%	41
2022 Q4	$512K	Buy	+40,000	New	+$627K	0.26%	55

Other funds holding PUBM

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Moss Adams Wealth Advisors's PUBM Position: Q3 2024 in Review

Moss Adams Wealth Advisors sold out of PubMatic (PUBM) in Q3 2024, closing a stake of 40,000 shares — an estimated $812K sold.

Moss Adams Wealth Advisors first reported a position in PUBM in Q4 2022 and held it in 7 quarters. The position peaked at $949K in Q1 2024. 166 funds tracked by Wall St. Rank hold PUBM as of Q3 2024.

Moss Adams Wealth Advisors reported no remaining PubMatic position as of Q3 2024 after selling out during the quarter.
Moss Adams Wealth Advisors sold 40,000 PubMatic shares in Q3 2024, an estimated $812K.
Moss Adams Wealth Advisors first reported a position in PubMatic in Q4 2022 and held it in 7 quarters.
Moss Adams Wealth Advisors's PubMatic position peaked at $949K in Q1 2024.
166 funds tracked by Wall St. Rank held PubMatic as of Q3 2024.

Based on Moss Adams Wealth Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.