WCG Wealth Advisors’s PubMatic PUBM Stock Holding History

WCG Wealth Advisors’s Portfolio PUBM Stock Details PUBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-22,924	Closed	-$341K	–	314
2024 Q3	$341K	Buy	+22,924	New	+$398K	0.02%	295

Other funds holding PUBM

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

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

GHC

Graham Holdings Company Arlington, Virginia $967M AUM 15.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

WCG Wealth Advisors's PUBM Position: Q4 2024 in Review

WCG Wealth Advisors sold out of PubMatic (PUBM) in Q4 2024, closing a stake of 22,924 shares — an estimated $341K sold.

WCG Wealth Advisors first reported a position in PUBM in Q3 2024 and held it in 1 quarter. The position peaked at $341K in Q3 2024. 160 funds tracked by Wall St. Rank hold PUBM as of Q4 2024.

WCG Wealth Advisors reported no remaining PubMatic position as of Q4 2024 after selling out during the quarter.
WCG Wealth Advisors sold 22,924 PubMatic shares in Q4 2024, an estimated $341K.
WCG Wealth Advisors first reported a position in PubMatic in Q3 2024 and held it in 1 quarter.
WCG Wealth Advisors's PubMatic position peaked at $341K in Q3 2024.
160 funds tracked by Wall St. Rank held PubMatic as of Q4 2024.

Based on WCG Wealth Advisors's 13F filing for Q4 2024, filed 19 Feb 2025.