SWM
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Sugarloaf Wealth Management’s CPI Card Group PMTS Stock Holding History

Sugarloaf Wealth Management’s Portfolio PMTS Stock Details PMTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$3.08K Buy
+103
New +$2.86K ﹤0.01% 607

Other funds holding PMTS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VCM
Vector Capital Management San Francisco, California $24.4M AUM 14.95% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
HIM
Hillsdale Investment Management Toronto, Ontario, Canada $3.68B AUM 62.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KA
Kerrisdale Advisers Miami, Florida $263M AUM 40.01% 1-Year Est. Return

Sugarloaf Wealth Management's PMTS Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in CPI Card Group (PMTS) in Q4 2024: 103 shares worth $3.08K. The stake represents ﹤0.01% of the portfolio and ranks #607 among its holdings.

82 funds tracked by Wall St. Rank hold PMTS as of Q4 2024.

  • Sugarloaf Wealth Management held 103 shares of CPI Card Group worth $3.08K as of Q4 2024.
  • CPI Card Group was a new Sugarloaf Wealth Management position in Q4 2024.
  • CPI Card Group made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #607 holding.
  • 82 funds tracked by Wall St. Rank held CPI Card Group as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.