OLVIG
PBK

Oliver Lagore Vanvalin Investment Group’s PowerBank Corp PBK Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio PBK Stock Details PBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$1.21K – 778
2024
Q2 		$1.21K Buy
+200
New +$1.18K ﹤0.01% 640

Other funds holding PBK

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's PBK Position: Q3 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of PowerBank Corp (PBK) in Q3 2024, closing a stake of 200 shares — an estimated $1.21K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in PBK in Q2 2024 and held it in 1 quarter. The position peaked at $1.21K in Q2 2024. 9 funds tracked by Wall St. Rank hold PBK as of Q3 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining PowerBank Corp position as of Q3 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 200 PowerBank Corp shares in Q3 2024, an estimated $1.21K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in PowerBank Corp in Q2 2024 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's PowerBank Corp position peaked at $1.21K in Q2 2024.
  • 9 funds tracked by Wall St. Rank held PowerBank Corp as of Q3 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q3 2024, filed 4 Nov 2024.