PFA
PANL icon

Pathway Financial Advisers’s Pangaea Logistics PANL Stock Holding History

Pathway Financial Advisers’s Portfolio PANL Stock Details PANL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,938
Closed -$32.5K – 484
2023
Q4 		$32.5K Buy
3,938
+49
+1% +$330 0.01% 258
2023
Q3 		$22.9K Buy
+3,889
New +$24.2K 0.01% 280
2023
Q1 		$11.6K Buy
1,976
+35
+2% +$210 ﹤0.01% 363
2022
Q4 		$9.99K Buy
+1,941
New +$9.59K ﹤0.01% 424

Other funds holding PANL

RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Pathway Financial Advisers's PANL Position: Q1 2024 in Review

Pathway Financial Advisers sold out of Pangaea Logistics (PANL) in Q1 2024, closing a stake of 3,938 shares — an estimated $32.5K sold.

Pathway Financial Advisers first reported a position in PANL in Q4 2022 and held it in 4 quarters. The position peaked at $32.5K in Q4 2023. 111 funds tracked by Wall St. Rank hold PANL as of Q1 2024.

  • Pathway Financial Advisers reported no remaining Pangaea Logistics position as of Q1 2024 after selling out during the quarter.
  • Pathway Financial Advisers sold 3,938 Pangaea Logistics shares in Q1 2024, an estimated $32.5K.
  • Pathway Financial Advisers first reported a position in Pangaea Logistics in Q4 2022 and held it in 4 quarters.
  • Pathway Financial Advisers's Pangaea Logistics position peaked at $32.5K in Q4 2023.
  • 111 funds tracked by Wall St. Rank held Pangaea Logistics as of Q1 2024.

Based on Pathway Financial Advisers's 13F filing for Q1 2024, filed 29 May 2024.