AWS
LMRK

AJ Wealth Strategies’s Landmark Infrastructure Partners LP Common Units LMRK Stock Holding History

AJ Wealth Strategies’s Portfolio LMRK Stock Details LMRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-24,447
Closed -$221K – 255
2020
Q3 		$221K Hold
24,447
– – 0.02% 197
2020
Q2 		$242K Hold
24,447
– – 0.03% 177
2020
Q1 		$258K Buy
+24,447
New +$359K 0.04% 142

Other funds holding LMRK

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Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $217M AUM 13.95% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

AJ Wealth Strategies's LMRK Position: Q4 2020 in Review

AJ Wealth Strategies sold out of Landmark Infrastructure Partners LP Common Units (LMRK) in Q4 2020, closing a stake of 24,447 shares — an estimated $221K sold.

AJ Wealth Strategies first reported a position in LMRK in Q1 2020 and held it in 3 quarters. The position peaked at $258K in Q1 2020. 62 funds tracked by Wall St. Rank hold LMRK as of Q4 2020.

  • AJ Wealth Strategies reported no remaining Landmark Infrastructure Partners LP Common Units position as of Q4 2020 after selling out during the quarter.
  • AJ Wealth Strategies sold 24,447 Landmark Infrastructure Partners LP Common Units shares in Q4 2020, an estimated $221K.
  • AJ Wealth Strategies first reported a position in Landmark Infrastructure Partners LP Common Units in Q1 2020 and held it in 3 quarters.
  • AJ Wealth Strategies's Landmark Infrastructure Partners LP Common Units position peaked at $258K in Q1 2020.
  • 62 funds tracked by Wall St. Rank held Landmark Infrastructure Partners LP Common Units as of Q4 2020.

Based on AJ Wealth Strategies's 13F filing for Q4 2020, filed 16 Feb 2021.