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Steward Partners Investment Advisory’s Photronics PLAB Stock Holding History

Steward Partners Investment Advisory’s Portfolio PLAB Stock Details PLAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,529
Closed -$62.4K – 3826
2024
Q2 		$62.4K Buy
+2,529
New +$68.6K ﹤0.01% 1996
2024
Q1 		– Sell
-500
Closed -$15.7K – 3648
2023
Q4 		$15.7K Sell
500
-1,600
-76% -$35.6K ﹤0.01% 2517
2023
Q3 		$42.4K Sell
2,100
-1,200
-36% -$28K ﹤0.01% 1978
2023
Q2 		$85.1K Buy
+3,300
New +$61.2K ﹤0.01% 1664

Other funds holding PLAB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Partners Investment Advisory's PLAB Position: Q3 2024 in Review

Steward Partners Investment Advisory sold out of Photronics (PLAB) in Q3 2024, closing a stake of 2,529 shares — an estimated $62.4K sold.

Steward Partners Investment Advisory first reported a position in PLAB in Q2 2023 and held it in 4 quarters. The position peaked at $85.1K in Q2 2023. 261 funds tracked by Wall St. Rank hold PLAB as of Q3 2024.

  • Steward Partners Investment Advisory reported no remaining Photronics position as of Q3 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 2,529 Photronics shares in Q3 2024, an estimated $62.4K.
  • Steward Partners Investment Advisory first reported a position in Photronics in Q2 2023 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Photronics position peaked at $85.1K in Q2 2023.
  • 261 funds tracked by Wall St. Rank held Photronics as of Q3 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2024, filed 14 Nov 2024.