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Private Wealth Management Group’s PetMed Express PETS Stock Holding History

Private Wealth Management Group’s Portfolio PETS Stock Details PETS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-125
Closed -$945 – 1564
2023
Q4 		$945 Buy
+125
New +$1.03K ﹤0.01% 1302

Other funds holding PETS

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Private Wealth Management Group's PETS Position: Q1 2024 in Review

Private Wealth Management Group sold out of PetMed Express (PETS) in Q1 2024, closing a stake of 125 shares — an estimated $945 sold.

Private Wealth Management Group first reported a position in PETS in Q4 2023 and held it in 1 quarter. The position peaked at $945 in Q4 2023. 116 funds tracked by Wall St. Rank hold PETS as of Q1 2024.

  • Private Wealth Management Group reported no remaining PetMed Express position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 125 PetMed Express shares in Q1 2024, an estimated $945.
  • Private Wealth Management Group first reported a position in PetMed Express in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's PetMed Express position peaked at $945 in Q4 2023.
  • 116 funds tracked by Wall St. Rank held PetMed Express as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.