Wealthspire Advisors (New York)’s PCTEL, Inc. Common Stock PCTI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio PCTI Stock Details PCTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-109,443	Closed	-$455K	–	662
2023 Q3	$455K	Hold	109,443	–	–	0.01%	409
2023 Q2	$525K	Buy	109,443 +21,144	+24%	+$99.3K	0.01%	351
2023 Q1	$374K	Hold	88,299	–	–	0.01%	401
2022 Q4	$380K	Hold	88,299	–	–	0.01%	414
2022 Q3	$417K	Hold	88,299	–	–	0.01%	368
2022 Q2	$361K	Buy	88,299 +1,922	+2%	+$8.13K	0.01%	361
2022 Q1	$401K	Hold	86,377	–	–	0.01%	305
2021 Q4	$490K	Hold	86,377	–	–	0.01%	324
2021 Q3	$537K	Hold	86,377	–	–	0.01%	341
2021 Q2	$566K	Buy	86,377 +8,276	+11%	+$55.5K	0.01%	213
2021 Q1	$543K	Hold	78,101	–	–	0.01%	372
2020 Q4	$513K	Buy	+78,101	New	+$472K	0.02%	303
2020 Q2	–	Sell	-67,935	Closed	-$452K	–	551
2020 Q1	$452K	Buy	+67,935	New	+$517K	0.02%	309

Other funds holding PCTI

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealthspire Advisors (New York)'s PCTI Position: Q4 2023 in Review

Wealthspire Advisors (New York) sold out of PCTEL, Inc. Common Stock (PCTI) in Q4 2023, closing a stake of 109,443 shares — an estimated $455K sold.

Wealthspire Advisors (New York) first reported a position in PCTI in Q1 2020 and held it in 13 quarters. The position peaked at $566K in Q2 2021. 1 fund tracked by Wall St. Rank holds PCTI as of Q4 2023.

Wealthspire Advisors (New York) reported no remaining PCTEL, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Wealthspire Advisors (New York) sold 109,443 PCTEL, Inc. Common Stock shares in Q4 2023, an estimated $455K.
Wealthspire Advisors (New York) first reported a position in PCTEL, Inc. Common Stock in Q1 2020 and held it in 13 quarters.
Wealthspire Advisors (New York)'s PCTEL, Inc. Common Stock position peaked at $566K in Q2 2021.
1 fund tracked by Wall St. Rank held PCTEL, Inc. Common Stock as of Q4 2023.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2023, filed 7 Feb 2024.