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Spire Wealth Management’s PubMatic PUBM Stock Holding History

Spire 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
Q1 		– Sell
-256
Closed -$3K – 2575
2022
Q4 		$3K Sell
256
-1,087
-81% -$17K ﹤0.01% 1986
2022
Q3 		$22K Hold
1,343
– – ﹤0.01% 1296
2022
Q2 		$21K Buy
1,343
+579
+76% +$12.4K ﹤0.01% 1653
2022
Q1 		$20K Sell
764
-244
-24% -$6.25K ﹤0.01% 1817
2021
Q4 		$34K Buy
+1,008
New +$32.8K ﹤0.01% 1903
2021
Q2 		– Sell
-220
Closed -$11K – 2888
2021
Q1 		$11K Buy
+220
New +$9.98K ﹤0.01% 2385

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Spire Wealth Management's PUBM Position: Q1 2023 in Review

Spire Wealth Management sold out of PubMatic (PUBM) in Q1 2023, closing a stake of 256 shares — an estimated $3K sold.

Spire Wealth Management first reported a position in PUBM in Q1 2021 and held it in 6 quarters. The position peaked at $34K in Q4 2021. 147 funds tracked by Wall St. Rank hold PUBM as of Q1 2023.

  • Spire Wealth Management reported no remaining PubMatic position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 256 PubMatic shares in Q1 2023, an estimated $3K.
  • Spire Wealth Management first reported a position in PubMatic in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's PubMatic position peaked at $34K in Q4 2021.
  • 147 funds tracked by Wall St. Rank held PubMatic as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.