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American Portfolios Advisors’s Presidio Property Trust SQFT Stock Holding History

American Portfolios Advisors’s Portfolio SQFT Stock Details SQFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$6.67K Hold
534
– – ﹤0.01% 2705
2022
Q2 		$17K Hold
534
– – ﹤0.01% 2307
2022
Q1 		$19.8K Buy
+534
New +$20.1K ﹤0.01% 2379

Other funds holding SQFT

AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Portfolios Advisors's SQFT Position: Q3 2022 in Review

American Portfolios Advisors held its Presidio Property Trust (SQFT) position steady in Q3 2022 at 534 shares worth $6.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

American Portfolios Advisors first reported a position in SQFT in Q1 2022 and has held it in 3 quarters since. The position peaked at $19.8K in Q1 2022. 31 funds tracked by Wall St. Rank hold SQFT as of Q3 2022.

  • American Portfolios Advisors held 534 shares of Presidio Property Trust worth $6.67K as of Q3 2022.
  • American Portfolios Advisors left its Presidio Property Trust share count unchanged in Q3 2022.
  • Presidio Property Trust made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2705 holding.
  • American Portfolios Advisors first reported a position in Presidio Property Trust in Q1 2022 and has held it in 3 quarters since.
  • American Portfolios Advisors's Presidio Property Trust position peaked at $19.8K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held Presidio Property Trust as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.