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Seven Springs Wealth Group’s Pricesmart PSMT Stock Holding History

Seven Springs Wealth Group’s Portfolio PSMT Stock Details PSMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-11
Closed -$1K – 228
2020
Q4 		$1K Buy
+11
New +$864 ﹤0.01% 225

Other funds holding PSMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Seven Springs Wealth Group's PSMT Position: Q1 2021 in Review

Seven Springs Wealth Group sold out of Pricesmart (PSMT) in Q1 2021, closing a stake of 11 shares — an estimated $1K sold.

Seven Springs Wealth Group first reported a position in PSMT in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 194 funds tracked by Wall St. Rank hold PSMT as of Q1 2021.

  • Seven Springs Wealth Group reported no remaining Pricesmart position as of Q1 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 11 Pricesmart shares in Q1 2021, an estimated $1K.
  • Seven Springs Wealth Group first reported a position in Pricesmart in Q4 2020 and held it in 1 quarter.
  • Seven Springs Wealth Group's Pricesmart position peaked at $1K in Q4 2020.
  • 194 funds tracked by Wall St. Rank held Pricesmart as of Q1 2021.

Based on Seven Springs Wealth Group's 13F filing for Q1 2021, filed 7 May 2021.