AWG
PLYM

Altus Wealth Group’s Plymouth Industrial REIT PLYM Stock Holding History

Altus Wealth Group’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,290
Closed -$19K – 621
2020
Q4 		$19K Buy
+1,290
New +$17.2K 0.02% 385

Other funds holding PLYM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.49B AUM 61.08% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return

Altus Wealth Group's PLYM Position: Q1 2021 in Review

Altus Wealth Group sold out of Plymouth Industrial REIT (PLYM) in Q1 2021, closing a stake of 1,290 shares — an estimated $19K sold.

Altus Wealth Group first reported a position in PLYM in Q4 2020 and held it in 1 quarter. The position peaked at $19K in Q4 2020. 112 funds tracked by Wall St. Rank hold PLYM as of Q1 2021.

  • Altus Wealth Group reported no remaining Plymouth Industrial REIT position as of Q1 2021 after selling out during the quarter.
  • Altus Wealth Group sold 1,290 Plymouth Industrial REIT shares in Q1 2021, an estimated $19K.
  • Altus Wealth Group first reported a position in Plymouth Industrial REIT in Q4 2020 and held it in 1 quarter.
  • Altus Wealth Group's Plymouth Industrial REIT position peaked at $19K in Q4 2020.
  • 112 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.