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Visionary Wealth Advisors’s PBF Energy PBF Stock Holding History

Visionary Wealth Advisors’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,000
Closed -$205K – 471
2023
Q2 		$205K Hold
5,000
– – 0.02% 432
2023
Q1 		$217K Sell
5,000
-100
-2% -$4.21K 0.02% 409
2022
Q4 		$208K Buy
+5,100
New +$212K 0.02% 387

Other funds holding PBF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Visionary Wealth Advisors's PBF Position: Q3 2023 in Review

Visionary Wealth Advisors sold out of PBF Energy (PBF) in Q3 2023, closing a stake of 5,000 shares — an estimated $205K sold.

Visionary Wealth Advisors first reported a position in PBF in Q4 2022 and held it in 3 quarters. The position peaked at $217K in Q1 2023. 385 funds tracked by Wall St. Rank hold PBF as of Q3 2023.

  • Visionary Wealth Advisors reported no remaining PBF Energy position as of Q3 2023 after selling out during the quarter.
  • Visionary Wealth Advisors sold 5,000 PBF Energy shares in Q3 2023, an estimated $205K.
  • Visionary Wealth Advisors first reported a position in PBF Energy in Q4 2022 and held it in 3 quarters.
  • Visionary Wealth Advisors's PBF Energy position peaked at $217K in Q1 2023.
  • 385 funds tracked by Wall St. Rank held PBF Energy as of Q3 2023.

Based on Visionary Wealth Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.