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Prosperity Wealth Management’s PubMatic PUBM Stock Holding History

Prosperity Wealth Management’s Portfolio PUBM Stock Details PUBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,147
Closed -$171K – 178
2023
Q3 		$171K Buy
14,147
+3,900
+38% +$59.3K 0.11% 129
2023
Q2 		$187K Buy
+10,247
New +$163K 0.12% 134

Other funds holding PUBM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GHC
Graham Holdings Company Arlington, Virginia $967M AUM 15.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NC
Nixon Capital Austin, Texas $293M AUM 19.56% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Prosperity Wealth Management's PUBM Position: Q4 2023 in Review

Prosperity Wealth Management sold out of PubMatic (PUBM) in Q4 2023, closing a stake of 14,147 shares — an estimated $171K sold.

Prosperity Wealth Management first reported a position in PUBM in Q2 2023 and held it in 2 quarters. The position peaked at $187K in Q2 2023. 147 funds tracked by Wall St. Rank hold PUBM as of Q4 2023.

  • Prosperity Wealth Management reported no remaining PubMatic position as of Q4 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 14,147 PubMatic shares in Q4 2023, an estimated $171K.
  • Prosperity Wealth Management first reported a position in PubMatic in Q2 2023 and held it in 2 quarters.
  • Prosperity Wealth Management's PubMatic position peaked at $187K in Q2 2023.
  • 147 funds tracked by Wall St. Rank held PubMatic as of Q4 2023.

Based on Prosperity Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.