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Patriot Financial Group Insurance Agency’s Perma-Fix Environmental Services PESI Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-120
Closed -$1K – 1502
2022
Q2 		$1K Hold
120
– – ﹤0.01% 1928
2022
Q1 		$1K Hold
120
– – ﹤0.01% 1962
2021
Q4 		$1K Hold
120
– – ﹤0.01% 2062
2021
Q3 		$1K Hold
120
– – ﹤0.01% 2079
2021
Q2 		$1K Hold
120
– – ﹤0.01% 2005
2021
Q1 		$1K Hold
120
– – ﹤0.01% 1908
2020
Q4 		$1K Hold
120
– – ﹤0.01% 1788
2020
Q3 		$1K Hold
120
– – ﹤0.01% 1583
2020
Q2 		$1K Buy
+120
New +$695 ﹤0.01% 1562

Other funds holding PESI

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
MDCM
Morgan Dempsey Capital Management Menomonee Falls, Wisconsin $233M AUM 24.32% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PESI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Perma-Fix Environmental Services (PESI) in Q3 2022, closing a stake of 120 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in PESI in Q2 2020 and held it in 9 quarters. The position peaked at $1K in Q2 2022. 28 funds tracked by Wall St. Rank hold PESI as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Perma-Fix Environmental Services position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 120 Perma-Fix Environmental Services shares in Q3 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Perma-Fix Environmental Services in Q2 2020 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's Perma-Fix Environmental Services position peaked at $1K in Q2 2022.
  • 28 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.