AWM
CTO icon

Abound Wealth Management’s CTO Realty Growth CTO Stock Holding History

Abound Wealth Management’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
2024
Q1 		– Sell
-81
Closed -$1.4K – 1313
2023
Q4 		$1.4K Buy
+81
New +$1.35K ﹤0.01% 710

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
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $423M AUM 49.14% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

Abound Wealth Management's CTO Position: Q1 2024 in Review

Abound Wealth Management sold out of CTO Realty Growth (CTO) in Q1 2024, closing a stake of 81 shares — an estimated $1.4K sold.

Abound Wealth Management first reported a position in CTO in Q4 2023 and held it in 1 quarter. The position peaked at $1.4K in Q4 2023. 137 funds tracked by Wall St. Rank hold CTO as of Q1 2024.

  • Abound Wealth Management reported no remaining CTO Realty Growth position as of Q1 2024 after selling out during the quarter.
  • Abound Wealth Management sold 81 CTO Realty Growth shares in Q1 2024, an estimated $1.4K.
  • Abound Wealth Management first reported a position in CTO Realty Growth in Q4 2023 and held it in 1 quarter.
  • Abound Wealth Management's CTO Realty Growth position peaked at $1.4K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2024.

Based on Abound Wealth Management's 13F filing for Q1 2024, filed 8 Aug 2024.