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Ritholtz Wealth Management’s Puma Biotechnology PBYI Stock Holding History

Ritholtz Wealth Management’s Portfolio PBYI Stock Details PBYI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.95M Buy
774,308
+80,307
+12% +$518K 0.09% 161
2025
Q4 		$4.13M Buy
694,001
+223,234
+47% +$1.19M 0.08% 182
2025
Q3 		$2.5M Buy
470,767
+273,782
+139% +$1.16M 0.05% 277
2025
Q2 		$676K Buy
+196,985
New +$629K 0.01% 551
2025
Q1 		– Sell
-20,128
Closed -$61.4K – 960
2024
Q4 		$61.4K Sell
20,128
-1,472
-7% -$4.28K ﹤0.01% 846
2024
Q3 		$55.1K Sell
21,600
-12,159
-36% -$36.8K ﹤0.01% 864
2024
Q2 		$110K Sell
33,759
-3,565
-10% -$15.7K ﹤0.01% 800
2024
Q1 		$198K Buy
37,324
+22,146
+146% +$119K 0.01% 744
2023
Q4 		$65.7K Buy
+15,178
New +$50.3K ﹤0.01% 746

Other funds holding PBYI

ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return