WP
PESI icon

WealthShield Partners’s Perma-Fix Environmental Services PESI Stock Holding History

WealthShield Partners’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
2021
Q3 		– Sell
-2,683
Closed -$19K – 583
2021
Q2 		$19K Hold
2,683
– – ﹤0.01% 658
2021
Q1 		$20K Buy
+2,683
New +$18.2K ﹤0.01% 662

Other funds holding PESI

HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 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

WealthShield Partners's PESI Position: Q3 2021 in Review

WealthShield Partners sold out of Perma-Fix Environmental Services (PESI) in Q3 2021, closing a stake of 2,683 shares — an estimated $19K sold.

WealthShield Partners first reported a position in PESI in Q1 2021 and held it in 2 quarters. The position peaked at $20K in Q1 2021. 24 funds tracked by Wall St. Rank hold PESI as of Q3 2021.

  • WealthShield Partners reported no remaining Perma-Fix Environmental Services position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 2,683 Perma-Fix Environmental Services shares in Q3 2021, an estimated $19K.
  • WealthShield Partners first reported a position in Perma-Fix Environmental Services in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Perma-Fix Environmental Services position peaked at $20K in Q1 2021.
  • 24 funds tracked by Wall St. Rank held Perma-Fix Environmental Services as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.