Planned Solutions’s Audacy, Inc. AUD Stock Holding History

Planned Solutions’s Portfolio AUD Stock Details AUD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-7,802	Closed	-$19K	–	447
2020 Q4	$19K	Buy	7,802 +7,500	+2,483%	+$15.3K	0.02%	289
2020 Q3	$0	Buy	+302	New	+$452	﹤0.01%	340

Other funds holding AUD

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

CIM

Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

HPCM

Hein Park Capital Management New York $61.3M AUM 14.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Planned Solutions's AUD Position: Q1 2021 in Review

Planned Solutions sold out of Audacy, Inc. (AUD) in Q1 2021, closing a stake of 7,802 shares — an estimated $19K sold.

Planned Solutions first reported a position in AUD in Q3 2020 and held it in 2 quarters. The position peaked at $19K in Q4 2020. 140 funds tracked by Wall St. Rank hold AUD as of Q1 2021.

Planned Solutions reported no remaining Audacy, Inc. position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 7,802 Audacy, Inc. shares in Q1 2021, an estimated $19K.
Planned Solutions first reported a position in Audacy, Inc. in Q3 2020 and held it in 2 quarters.
Planned Solutions's Audacy, Inc. position peaked at $19K in Q4 2020.
140 funds tracked by Wall St. Rank held Audacy, Inc. as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.