WMP
PLSE icon

Wealth Management Partners’s Pulse Biosciences PLSE Stock Holding History

Wealth Management Partners’s Portfolio PLSE Stock Details PLSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,271
Closed -$180K – 121
2024
Q3 		$180K Buy
+10,271
New +$175K 0.08% 110

Other funds holding PLSE

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GAM
Griffin Asset Management New York $887M AUM 21.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Management Partners's PLSE Position: Q4 2024 in Review

Wealth Management Partners sold out of Pulse Biosciences (PLSE) in Q4 2024, closing a stake of 10,271 shares — an estimated $180K sold.

Wealth Management Partners first reported a position in PLSE in Q3 2024 and held it in 1 quarter. The position peaked at $180K in Q3 2024. 73 funds tracked by Wall St. Rank hold PLSE as of Q4 2024.

  • Wealth Management Partners reported no remaining Pulse Biosciences position as of Q4 2024 after selling out during the quarter.
  • Wealth Management Partners sold 10,271 Pulse Biosciences shares in Q4 2024, an estimated $180K.
  • Wealth Management Partners first reported a position in Pulse Biosciences in Q3 2024 and held it in 1 quarter.
  • Wealth Management Partners's Pulse Biosciences position peaked at $180K in Q3 2024.
  • 73 funds tracked by Wall St. Rank held Pulse Biosciences as of Q4 2024.

Based on Wealth Management Partners's 13F filing for Q4 2024, filed 16 Jan 2025.