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Planned Solutions’s Perma-Fix Environmental Services PESI Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-700
Closed -$8.59K – 480
2024
Q3 		$8.59K Buy
+700
New +$7.49K ﹤0.01% 460
2024
Q1 		– Sell
-700
Closed -$5.5K – 413
2023
Q4 		$5.5K Buy
+700
New +$5.92K ﹤0.01% 468

Other funds holding PESI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1B AUM 51.95% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

Planned Solutions's PESI Position: Q4 2024 in Review

Planned Solutions sold out of Perma-Fix Environmental Services (PESI) in Q4 2024, closing a stake of 700 shares — an estimated $8.59K sold.

Planned Solutions first reported a position in PESI in Q4 2023 and held it in 2 quarters. The position peaked at $8.59K in Q3 2024. 73 funds tracked by Wall St. Rank hold PESI as of Q4 2024.

  • Planned Solutions reported no remaining Perma-Fix Environmental Services position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 700 Perma-Fix Environmental Services shares in Q4 2024, an estimated $8.59K.
  • Planned Solutions first reported a position in Perma-Fix Environmental Services in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Perma-Fix Environmental Services position peaked at $8.59K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.