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Strategic Investment Advisors’s PBF Energy PBF Stock Holding History

Strategic Investment 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
2024
Q3 		– Sell
-30,491
Closed -$1.4M – 242
2024
Q2 		$1.4M Buy
30,491
+14,360
+89% +$735K 0.17% 80
2024
Q1 		$929K Buy
16,131
+1,526
+10% +$74.8K 0.12% 114
2023
Q4 		$642K Sell
14,605
-567
-4% -$25.7K 0.09% 143
2023
Q3 		$812K Buy
+15,172
New +$722K 0.13% 113

Other funds holding PBF

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Strategic Investment Advisors's PBF Position: Q3 2024 in Review

Strategic Investment Advisors sold out of PBF Energy (PBF) in Q3 2024, closing a stake of 30,491 shares — an estimated $1.4M sold.

Strategic Investment Advisors first reported a position in PBF in Q3 2023 and held it in 4 quarters. The position peaked at $1.4M in Q2 2024. 341 funds tracked by Wall St. Rank hold PBF as of Q3 2024.

  • Strategic Investment Advisors reported no remaining PBF Energy position as of Q3 2024 after selling out during the quarter.
  • Strategic Investment Advisors sold 30,491 PBF Energy shares in Q3 2024, an estimated $1.4M.
  • Strategic Investment Advisors first reported a position in PBF Energy in Q3 2023 and held it in 4 quarters.
  • Strategic Investment Advisors's PBF Energy position peaked at $1.4M in Q2 2024.
  • 341 funds tracked by Wall St. Rank held PBF Energy as of Q3 2024.

Based on Strategic Investment Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.