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Peak Financial Advisors’s PureCycle Technologies PCT Stock Holding History

Peak Financial Advisors’s Portfolio PCT Stock Details PCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-37,269
Closed -$495K – 91
2021
Q3 		$495K Sell
37,269
-33,449
-47% -$504K 0.44% 38
2021
Q2 		$1.67M Buy
70,718
+4,587
+7% +$98.7K 1.44% 27
2021
Q1 		$1.69M Buy
+66,131
New +$1.94M 1.42% 25

Other funds holding PCT

SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
HHMI
Howard Hughes Medical Institute Chevy Chase, Maryland $416M AUM 13.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return

Peak Financial Advisors's PCT Position: Q4 2021 in Review

Peak Financial Advisors sold out of PureCycle Technologies (PCT) in Q4 2021, closing a stake of 37,269 shares — an estimated $495K sold.

Peak Financial Advisors first reported a position in PCT in Q1 2021 and held it in 3 quarters. The position peaked at $1.69M in Q1 2021. 132 funds tracked by Wall St. Rank hold PCT as of Q4 2021.

  • Peak Financial Advisors reported no remaining PureCycle Technologies position as of Q4 2021 after selling out during the quarter.
  • Peak Financial Advisors sold 37,269 PureCycle Technologies shares in Q4 2021, an estimated $495K.
  • Peak Financial Advisors first reported a position in PureCycle Technologies in Q1 2021 and held it in 3 quarters.
  • Peak Financial Advisors's PureCycle Technologies position peaked at $1.69M in Q1 2021.
  • 132 funds tracked by Wall St. Rank held PureCycle Technologies as of Q4 2021.

Based on Peak Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.