U.S. Capital Wealth Advisors’s Palomar PLMR Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio PLMR Stock Details PLMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-12,940	Closed	-$838K	–	745
2021 Q4	$838K	Sell	12,940 -2,080	-14%	-$162K	0.03%	429
2021 Q3	$1.21M	Buy	+15,020	New	+$1.24M	0.05%	348

Other funds holding PLMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

U.S. Capital Wealth Advisors's PLMR Position: Q1 2022 in Review

U.S. Capital Wealth Advisors sold out of Palomar (PLMR) in Q1 2022, closing a stake of 12,940 shares — an estimated $838K sold.

U.S. Capital Wealth Advisors first reported a position in PLMR in Q3 2021 and held it in 2 quarters. The position peaked at $1.21M in Q3 2021. 177 funds tracked by Wall St. Rank hold PLMR as of Q1 2022.

U.S. Capital Wealth Advisors reported no remaining Palomar position as of Q1 2022 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 12,940 Palomar shares in Q1 2022, an estimated $838K.
U.S. Capital Wealth Advisors first reported a position in Palomar in Q3 2021 and held it in 2 quarters.
U.S. Capital Wealth Advisors's Palomar position peaked at $1.21M in Q3 2021.
177 funds tracked by Wall St. Rank held Palomar as of Q1 2022.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2022, filed 12 May 2022.