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Selective Wealth Management’s PetMed Express PETS Stock Holding History

Selective Wealth Management’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
2022
Q4 		– Sell
-600
Closed -$12K – 555
2022
Q3 		$12K Hold
600
– – 0.01% 497
2022
Q2 		$12K Hold
600
– – ﹤0.01% 544
2022
Q1 		$15K Sell
600
-1,250
-68% -$32.4K 0.01% 485
2021
Q4 		$47K Hold
1,850
– – 0.02% 278
2021
Q3 		$50K Buy
+1,850
New +$53.3K 0.03% 252

Other funds holding PETS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Selective Wealth Management's PETS Position: Q4 2022 in Review

Selective Wealth Management sold out of PetMed Express (PETS) in Q4 2022, closing a stake of 600 shares — an estimated $12K sold.

Selective Wealth Management first reported a position in PETS in Q3 2021 and held it in 5 quarters. The position peaked at $50K in Q3 2021. 162 funds tracked by Wall St. Rank hold PETS as of Q4 2022.

  • Selective Wealth Management reported no remaining PetMed Express position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 600 PetMed Express shares in Q4 2022, an estimated $12K.
  • Selective Wealth Management first reported a position in PetMed Express in Q3 2021 and held it in 5 quarters.
  • Selective Wealth Management's PetMed Express position peaked at $50K in Q3 2021.
  • 162 funds tracked by Wall St. Rank held PetMed Express as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.