TCI Wealth Advisors’s PBF Energy PBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-435
| Closed | -$18.9K | – | 1625 |
|
|
2023
Q1 | $18.9K | Sell |
435
-1
| -0.2% | -$42 | ﹤0.01% | 740 |
|
|
2022
Q4 | $17.8K | Buy |
436
+2
| +0.5% | +$83 | ﹤0.01% | 752 |
|
|
2022
Q3 | $15K | Buy |
434
+110
| +34% | +$3.48K | ﹤0.01% | 805 |
|
|
2022
Q2 | $9K | Buy |
324
+91
| +39% | +$2.85K | ﹤0.01% | 1094 |
|
|
2022
Q1 | $6K | Buy |
+233
| New | +$4.4K | ﹤0.01% | 1446 |
|
|
2021
Q3 | – | Sell |
-193
| Closed | -$3K | – | 2523 |
|
|
2021
Q2 | $3K | Buy |
193
+49
| +34% | +$756 | ﹤0.01% | 1820 |
|
|
2021
Q1 | $2K | Buy |
+144
| New | +$1.72K | ﹤0.01% | 1837 |
|
|
2020
Q4 | – | Sell |
-186
| Closed | -$1K | – | 1625 |
|
|
2020
Q3 | $1K | Buy |
186
+105
| +130% | +$871 | ﹤0.01% | 1386 |
|
|
2020
Q2 | $1K | Sell |
81
-81
| -50% | -$810 | ﹤0.01% | 1311 |
|
|
2020
Q1 | $1K | Buy |
162
+21
| +15% | +$471 | ﹤0.01% | 1310 |
|
|
2019
Q4 | $4K | Hold |
141
| – | – | ﹤0.01% | 936 |
|
|
2019
Q3 | $4K | Hold |
141
| – | – | ﹤0.01% | 882 |
|
|
2019
Q2 | $4K | Hold |
141
| – | – | ﹤0.01% | 831 |
|
|
2019
Q1 | $4K | Hold |
141
| – | – | ﹤0.01% | 859 |
|
|
2018
Q4 | $5K | Hold |
141
| – | – | ﹤0.01% | 774 |
|
|
2018
Q3 | $7K | Hold |
141
| – | – | ﹤0.01% | 716 |
|
|
2018
Q2 | $6K | Hold |
141
| – | – | ﹤0.01% | 742 |
|
|
2018
Q1 | $5K | Hold |
141
| – | – | ﹤0.01% | 743 |
|
|
2017
Q4 | $5K | Hold |
141
| – | – | ﹤0.01% | 793 |
|
|
2017
Q3 | $4K | Hold |
141
| – | – | ﹤0.01% | 790 |
|
|
2017
Q2 | $3K | Hold |
141
| – | – | ﹤0.01% | 901 |
|
|
2017
Q1 | $3K | Buy |
+141
| New | +$3.31K | ﹤0.01% | 856 |
|
|
2016
Q3 | – | Sell |
-155
| Closed | -$4K | – | 1394 |
|
|
2016
Q2 | $4K | Buy |
155
+31
| +25% | +$891 | ﹤0.01% | 779 |
|
|
2016
Q1 | $4K | Buy |
124
+61
| +97% | +$1.95K | ﹤0.01% | 777 |
|
|
2015
Q4 | $2K | Hold |
63
| – | – | ﹤0.01% | 881 |
|
|
2015
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 808 |
|
|
2015
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 816 |
|
|
2015
Q1 | $2K | Hold |
63
| – | – | ﹤0.01% | 746 |
|
|
2014
Q4 | $2K | Hold |
63
| – | – | ﹤0.01% | 746 |
|
|
2014
Q3 | $2K | Hold |
63
| – | – | ﹤0.01% | 747 |
|
|
2014
Q2 | $2K | Buy |
+63
| New | +$1.86K | ﹤0.01% | 770 |
|
Other funds holding PBF
TCI Wealth Advisors's PBF Position: Q2 2023 in Review
TCI Wealth Advisors sold out of PBF Energy (PBF) in Q2 2023, closing a stake of 435 shares — an estimated $18.9K sold.
TCI Wealth Advisors first reported a position in PBF in Q2 2014 and held it in 31 quarters. The position peaked at $18.9K in Q1 2023. 348 funds tracked by Wall St. Rank hold PBF as of Q2 2023.
- TCI Wealth Advisors reported no remaining PBF Energy position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 435 PBF Energy shares in Q2 2023, an estimated $18.9K.
- TCI Wealth Advisors first reported a position in PBF Energy in Q2 2014 and held it in 31 quarters.
- TCI Wealth Advisors's PBF Energy position peaked at $18.9K in Q1 2023.
- 348 funds tracked by Wall St. Rank held PBF Energy as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.