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Stratos Wealth Partners’s PubMatic PUBM Stock Holding History

Stratos Wealth Partners’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
2024
Q4 		– Sell
-33,760
Closed -$502K – 1520
2024
Q3 		$502K Buy
+33,760
New +$586K 0.01% 944

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Dimensional Fund Advisors
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Royal Bank of Canada
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Stratos Wealth Partners's PUBM Position: Q4 2024 in Review

Stratos Wealth Partners sold out of PubMatic (PUBM) in Q4 2024, closing a stake of 33,760 shares — an estimated $502K sold.

Stratos Wealth Partners first reported a position in PUBM in Q3 2024 and held it in 1 quarter. The position peaked at $502K in Q3 2024. 160 funds tracked by Wall St. Rank hold PUBM as of Q4 2024.

  • Stratos Wealth Partners reported no remaining PubMatic position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 33,760 PubMatic shares in Q4 2024, an estimated $502K.
  • Stratos Wealth Partners first reported a position in PubMatic in Q3 2024 and held it in 1 quarter.
  • Stratos Wealth Partners's PubMatic position peaked at $502K in Q3 2024.
  • 160 funds tracked by Wall St. Rank held PubMatic as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.