Advisornet Financial’s Elme Communities ELME Stock Holding History

Advisornet Financial’s Portfolio ELME Stock Details ELME Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,700	Closed	-$27.9K	–	2323
2023 Q2	$27.9K	Hold	1,700	–	–	﹤0.01%	980
2023 Q1	$30.4K	Hold	1,700	–	–	﹤0.01%	941
2022 Q4	$30.3K	Sell	1,700 -1,716	-50%	-$31.6K	﹤0.01%	930
2022 Q3	$60K	Sell	3,416 -1,000	-23%	-$20.4K	0.01%	798
2022 Q2	$94K	Hold	4,416	–	–	0.01%	690
2022 Q1	$113K	Hold	4,416	–	–	0.01%	710
2021 Q4	$114K	Hold	4,416	–	–	0.01%	756
2021 Q3	$109K	Hold	4,416	–	–	0.01%	756
2021 Q2	$102K	Buy	4,416 +3,700	+517%	+$87K	0.01%	780
2021 Q1	$16K	Hold	716	–	–	﹤0.01%	1242
2020 Q4	$15K	Hold	716	–	–	﹤0.01%	1194
2020 Q3	$14K	Hold	716	–	–	﹤0.01%	1186
2020 Q2	$16K	Hold	716	–	–	﹤0.01%	1167
2020 Q1	$17K	Hold	716	–	–	﹤0.01%	1104
2019 Q4	$21K	Hold	716	–	–	﹤0.01%	1172
2019 Q3	$20K	Hold	716	–	–	﹤0.01%	1184
2019 Q2	$19K	Hold	716	–	–	﹤0.01%	1061
2019 Q1	$20K	Hold	716	–	–	﹤0.01%	994
2018 Q4	$16K	Hold	716	–	–	﹤0.01%	978
2018 Q3	$22K	Hold	716	–	–	﹤0.01%	930
2018 Q2	$22K	Hold	716	–	–	﹤0.01%	922
2018 Q1	$20K	Hold	716	–	–	﹤0.01%	924
2017 Q4	$22K	Buy	+716	New	+$23.2K	﹤0.01%	840

Other funds holding ELME

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

William Blair Investment Management

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return