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WealthSource Partners’s PetMed Express PETS Stock Holding History

WealthSource Partners’s Portfolio PETS Stock Details PETS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-7,695
Closed -$245K – 532
2021
Q2 		$245K Sell
7,695
-10
-0.1% -$318 0.02% 406
2021
Q1 		$271K Buy
+7,705
New +$268K 0.03% 353

Other funds holding PETS

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

WealthSource Partners's PETS Position: Q3 2021 in Review

WealthSource Partners sold out of PetMed Express (PETS) in Q3 2021, closing a stake of 7,695 shares — an estimated $245K sold.

WealthSource Partners first reported a position in PETS in Q1 2021 and held it in 2 quarters. The position peaked at $271K in Q1 2021. 193 funds tracked by Wall St. Rank hold PETS as of Q3 2021.

  • WealthSource Partners reported no remaining PetMed Express position as of Q3 2021 after selling out during the quarter.
  • WealthSource Partners sold 7,695 PetMed Express shares in Q3 2021, an estimated $245K.
  • WealthSource Partners first reported a position in PetMed Express in Q1 2021 and held it in 2 quarters.
  • WealthSource Partners's PetMed Express position peaked at $271K in Q1 2021.
  • 193 funds tracked by Wall St. Rank held PetMed Express as of Q3 2021.

Based on WealthSource Partners's 13F filing for Q3 2021, filed 18 Nov 2021.