PDS Planning’s PolarityTE, Inc. Common Stock PTE Stock Holding History

PDS Planning’s Portfolio PTE Stock Details PTE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-400	Closed	-$2K	–	254
2022 Q1	$2K	Buy	+400	New	+$4.63K	﹤0.01%	237

Other funds holding PTE

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

CWA

Capital Wealth Alliance Scottsdale, Arizona $221M AUM 43.02% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PDS Planning's PTE Position: Q2 2022 in Review

PDS Planning sold out of PolarityTE, Inc. Common Stock (PTE) in Q2 2022, closing a stake of 400 shares — an estimated $2K sold.

PDS Planning first reported a position in PTE in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 31 funds tracked by Wall St. Rank hold PTE as of Q2 2022.

PDS Planning reported no remaining PolarityTE, Inc. Common Stock position as of Q2 2022 after selling out during the quarter.
PDS Planning sold 400 PolarityTE, Inc. Common Stock shares in Q2 2022, an estimated $2K.
PDS Planning first reported a position in PolarityTE, Inc. Common Stock in Q1 2022 and held it in 1 quarter.
PDS Planning's PolarityTE, Inc. Common Stock position peaked at $2K in Q1 2022.
31 funds tracked by Wall St. Rank held PolarityTE, Inc. Common Stock as of Q2 2022.

Based on PDS Planning's 13F filing for Q2 2022, filed 15 Jul 2022.