VisionPoint Advisory Group’s PBF Energy PBF Stock Holding History

VisionPoint Advisory Group’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 Q4	–	Sell	-325	Closed	-$17.4K	–	837
2023 Q3	$17.4K	Buy	+325	New	+$15.5K	0.01%	391

Other funds holding PBF

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

VisionPoint Advisory Group's PBF Position: Q4 2023 in Review

VisionPoint Advisory Group sold out of PBF Energy (PBF) in Q4 2023, closing a stake of 325 shares — an estimated $17.4K sold.

VisionPoint Advisory Group first reported a position in PBF in Q3 2023 and held it in 1 quarter. The position peaked at $17.4K in Q3 2023. 395 funds tracked by Wall St. Rank hold PBF as of Q4 2023.

VisionPoint Advisory Group reported no remaining PBF Energy position as of Q4 2023 after selling out during the quarter.
VisionPoint Advisory Group sold 325 PBF Energy shares in Q4 2023, an estimated $17.4K.
VisionPoint Advisory Group first reported a position in PBF Energy in Q3 2023 and held it in 1 quarter.
VisionPoint Advisory Group's PBF Energy position peaked at $17.4K in Q3 2023.
395 funds tracked by Wall St. Rank held PBF Energy as of Q4 2023.

Based on VisionPoint Advisory Group's 13F filing for Q4 2023, filed 7 Feb 2024.