SOA Wealth Advisors’s PBF Energy PBF Stock Holding History

SOA Wealth Advisors’s Portfolio PBF Stock Details PBF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-160	Closed	-$3K	–	972
2022 Q1	$3K	Hold	160	–	–	﹤0.01%	757
2021 Q4	$2K	Hold	160	–	–	﹤0.01%	786
2021 Q3	$2K	Hold	160	–	–	﹤0.01%	794
2021 Q2	$2K	Buy	160 +35	+28%	+$540	﹤0.01%	779
2021 Q1	$1K	Sell	125 -74	-37%	-$884	﹤0.01%	783
2020 Q4	$1K	Buy	+199	New	+$1.3K	﹤0.01%	757

Other funds holding PBF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SOA Wealth Advisors's PBF Position: Q2 2022 in Review

SOA Wealth Advisors sold out of PBF Energy (PBF) in Q2 2022, closing a stake of 160 shares — an estimated $3K sold.

SOA Wealth Advisors first reported a position in PBF in Q4 2020 and held it in 6 quarters. The position peaked at $3K in Q1 2022. 286 funds tracked by Wall St. Rank hold PBF as of Q2 2022.

SOA Wealth Advisors reported no remaining PBF Energy position as of Q2 2022 after selling out during the quarter.
SOA Wealth Advisors sold 160 PBF Energy shares in Q2 2022, an estimated $3K.
SOA Wealth Advisors first reported a position in PBF Energy in Q4 2020 and held it in 6 quarters.
SOA Wealth Advisors's PBF Energy position peaked at $3K in Q1 2022.
286 funds tracked by Wall St. Rank held PBF Energy as of Q2 2022.

Based on SOA Wealth Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.