Planned Solutions’s Pulmatrix PULM Stock Holding History

Planned Solutions’s Portfolio PULM Stock Details PULM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-25	Closed	-$54	–	498
2024 Q3	$54	Buy	+25	New	+$52	﹤0.01%	648

Other funds holding PULM

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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Planned Solutions's PULM Position: Q4 2024 in Review

Planned Solutions sold out of Pulmatrix (PULM) in Q4 2024, closing a stake of 25 shares — an estimated $54 sold.

Planned Solutions first reported a position in PULM in Q3 2024 and held it in 1 quarter. The position peaked at $54 in Q3 2024. 11 funds tracked by Wall St. Rank hold PULM as of Q4 2024.

Planned Solutions reported no remaining Pulmatrix position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 25 Pulmatrix shares in Q4 2024, an estimated $54.
Planned Solutions first reported a position in Pulmatrix in Q3 2024 and held it in 1 quarter.
Planned Solutions's Pulmatrix position peaked at $54 in Q3 2024.
11 funds tracked by Wall St. Rank held Pulmatrix as of Q4 2024.

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