ACG Wealth’s Principal Real Estate Income Fund PGZ Stock Holding History

ACG Wealth’s Portfolio PGZ Stock Details PGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-807	Closed	-$10K	–	796
2022 Q2	$10K	Buy	+807	New	+$11.2K	﹤0.01%	695

Other funds holding PGZ

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Beck Bode LLC Dedham, Massachusetts $660M AUM 36.73% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

ACG Wealth's PGZ Position: Q3 2022 in Review

ACG Wealth sold out of Principal Real Estate Income Fund (PGZ) in Q3 2022, closing a stake of 807 shares — an estimated $10K sold.

ACG Wealth first reported a position in PGZ in Q2 2022 and held it in 1 quarter. The position peaked at $10K in Q2 2022. 30 funds tracked by Wall St. Rank hold PGZ as of Q3 2022.

ACG Wealth reported no remaining Principal Real Estate Income Fund position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 807 Principal Real Estate Income Fund shares in Q3 2022, an estimated $10K.
ACG Wealth first reported a position in Principal Real Estate Income Fund in Q2 2022 and held it in 1 quarter.
ACG Wealth's Principal Real Estate Income Fund position peaked at $10K in Q2 2022.
30 funds tracked by Wall St. Rank held Principal Real Estate Income Fund as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.