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Western Pacific Wealth Management’s PBF Energy PBF Stock Holding History

Western Pacific Wealth Management’s Portfolio PBF Stock Details PBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19
Closed -$1.09K – 275
2024
Q1 		$1.09K Buy
+19
New +$931 ﹤0.01% 276

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Western Pacific Wealth Management's PBF Position: Q2 2024 in Review

Western Pacific Wealth Management sold out of PBF Energy (PBF) in Q2 2024, closing a stake of 19 shares — an estimated $1.09K sold.

Western Pacific Wealth Management first reported a position in PBF in Q1 2024 and held it in 1 quarter. The position peaked at $1.09K in Q1 2024. 391 funds tracked by Wall St. Rank hold PBF as of Q2 2024.

  • Western Pacific Wealth Management reported no remaining PBF Energy position as of Q2 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 19 PBF Energy shares in Q2 2024, an estimated $1.09K.
  • Western Pacific Wealth Management first reported a position in PBF Energy in Q1 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's PBF Energy position peaked at $1.09K in Q1 2024.
  • 391 funds tracked by Wall St. Rank held PBF Energy as of Q2 2024.

Based on Western Pacific Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.