ASN
PW

Advisory Services Network’s Power REIT PW Stock Holding History

Advisory Services Network’s Portfolio PW Stock Details PW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-10
Closed -$4K – 2776
2021
Q2 		$4K Buy
+10
New +$4.29K ﹤0.01% 3157

Other funds holding PW

AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
OMC
Oasis Management Company Grand Cayman, Cayman Islands $1.72B AUM 32.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Advisory Services Network's PW Position: Q3 2021 in Review

Advisory Services Network sold out of Power REIT (PW) in Q3 2021, closing a stake of 10 shares — an estimated $4K sold.

Advisory Services Network first reported a position in PW in Q2 2021 and held it in 1 quarter. The position peaked at $4K in Q2 2021. 24 funds tracked by Wall St. Rank hold PW as of Q3 2021.

  • Advisory Services Network reported no remaining Power REIT position as of Q3 2021 after selling out during the quarter.
  • Advisory Services Network sold 10 Power REIT shares in Q3 2021, an estimated $4K.
  • Advisory Services Network first reported a position in Power REIT in Q2 2021 and held it in 1 quarter.
  • Advisory Services Network's Power REIT position peaked at $4K in Q2 2021.
  • 24 funds tracked by Wall St. Rank held Power REIT as of Q3 2021.

Based on Advisory Services Network's 13F filing for Q3 2021, filed 5 Nov 2021.