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Wealthspire Advisors (Maryland)’s PetMed Express PETS Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-89
Closed -$2K – 1569
2019
Q1 		$2K Buy
89
+33
+59% +$744 ﹤0.01% 2185
2018
Q4 		$1K Buy
56
+1
+2% +$27 ﹤0.01% 2309
2018
Q3 		$2K Buy
55
+8
+17% +$299 ﹤0.01% 2178
2018
Q2 		$2K Hold
47
– – ﹤0.01% 2182
2018
Q1 		$2K Hold
47
– – ﹤0.01% 2199
2017
Q4 		$2K Buy
+47
New +$1.85K ﹤0.01% 2150

Other funds holding PETS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PETS Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of PetMed Express (PETS) in Q2 2019, closing a stake of 89 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in PETS in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2019. 188 funds tracked by Wall St. Rank hold PETS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining PetMed Express position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 89 PetMed Express shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in PetMed Express in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s PetMed Express position peaked at $2K in Q1 2019.
  • 188 funds tracked by Wall St. Rank held PetMed Express as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.