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United Capital Financial Advisors’s Perma-Fix Environmental Services PESI Stock Holding History

United Capital Financial Advisors’s Portfolio PESI Stock Details PESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-25,000
Closed -$261K – 1108
2023
Q3 		$261K Sell
25,000
-10,000
-29% -$110K ﹤0.01% 753
2023
Q2 		$384K Hold
35,000
– – ﹤0.01% 724
2023
Q1 		$412K Buy
+35,000
New +$228K ﹤0.01% 762

Other funds holding PESI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Capital Financial Advisors's PESI Position: Q4 2023 in Review

United Capital Financial Advisors sold out of Perma-Fix Environmental Services (PESI) in Q4 2023, closing a stake of 25,000 shares — an estimated $261K sold.

United Capital Financial Advisors first reported a position in PESI in Q1 2023 and held it in 3 quarters. The position peaked at $412K in Q1 2023. 43 funds tracked by Wall St. Rank hold PESI as of Q4 2023.

  • United Capital Financial Advisors reported no remaining Perma-Fix Environmental Services position as of Q4 2023 after selling out during the quarter.
  • United Capital Financial Advisors sold 25,000 Perma-Fix Environmental Services shares in Q4 2023, an estimated $261K.
  • United Capital Financial Advisors first reported a position in Perma-Fix Environmental Services in Q1 2023 and held it in 3 quarters.
  • United Capital Financial Advisors's Perma-Fix Environmental Services position peaked at $412K in Q1 2023.
  • 43 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q4 2023.

Based on United Capital Financial Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.