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Steward Partners Investment Advisory’s Perma-Fix Environmental Services PESI Stock Holding History

Steward Partners Investment Advisory’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,000
Closed -$7.86K – 3646
2023
Q4 		$7.86K Hold
1,000
– – ﹤0.01% 2802
2023
Q3 		$10.4K Hold
1,000
– – ﹤0.01% 2581
2023
Q2 		$11K Hold
1,000
– – ﹤0.01% 2536
2023
Q1 		$11.8K Hold
1,000
– – ﹤0.01% 2480
2022
Q4 		$3.53K Hold
1,000
– – ﹤0.01% 2882
2022
Q3 		$4K Hold
1,000
– – ﹤0.01% 2872
2022
Q2 		$5K Hold
1,000
– – ﹤0.01% 2776
2022
Q1 		$6K Hold
1,000
– – ﹤0.01% 2838
2021
Q4 		$6K Hold
1,000
– – ﹤0.01% 2774
2021
Q3 		$7K Buy
+1,000
New +$6.14K ﹤0.01% 2717

Other funds holding PESI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Steward Partners Investment Advisory's PESI Position: Q1 2024 in Review

Steward Partners Investment Advisory sold out of Perma-Fix Environmental Services (PESI) in Q1 2024, closing a stake of 1,000 shares — an estimated $7.86K sold.

Steward Partners Investment Advisory first reported a position in PESI in Q3 2021 and held it in 10 quarters. The position peaked at $11.8K in Q1 2023. 41 funds tracked by Wall St. Rank hold PESI as of Q1 2024.

  • Steward Partners Investment Advisory reported no remaining Perma-Fix Environmental Services position as of Q1 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,000 Perma-Fix Environmental Services shares in Q1 2024, an estimated $7.86K.
  • Steward Partners Investment Advisory first reported a position in Perma-Fix Environmental Services in Q3 2021 and held it in 10 quarters.
  • Steward Partners Investment Advisory's Perma-Fix Environmental Services position peaked at $11.8K in Q1 2023.
  • 41 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q1 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2024, filed 15 May 2024.