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Aaron Wealth Advisors’s CTO Realty Growth CTO Stock Holding History

Aaron Wealth Advisors’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,245
Closed -$27.5K – 339
2022
Q1 		$27.5K Buy
+1,245
New +$25.7K 0.01% 565

Other funds holding CTO

BlackRock
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
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aaron Wealth Advisors's CTO Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of CTO Realty Growth (CTO) in Q2 2022, closing a stake of 1,245 shares — an estimated $27.5K sold.

Aaron Wealth Advisors first reported a position in CTO in Q1 2022 and held it in 1 quarter. The position peaked at $27.5K in Q1 2022. 127 funds tracked by Wall St. Rank hold CTO as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining CTO Realty Growth position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 1,245 CTO Realty Growth shares in Q2 2022, an estimated $27.5K.
  • Aaron Wealth Advisors first reported a position in CTO Realty Growth in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's CTO Realty Growth position peaked at $27.5K in Q1 2022.
  • 127 funds tracked by Wall St. Rank held CTO Realty Growth as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.