AWM
CTO

Ariadne Wealth Management’s CTO Realty Growth CTO Stock Holding History

Ariadne Wealth Management’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-835
Closed -$1.34M – 237
2024
Q2 		$1.34M Buy
+835
New +$14.5K 1.04% 23

Other funds holding CTO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ariadne Wealth Management's CTO Position: Q3 2024 in Review

Ariadne Wealth Management sold out of CTO Realty Growth (CTO) in Q3 2024, closing a stake of 835 shares — an estimated $1.34M sold.

Ariadne Wealth Management first reported a position in CTO in Q2 2024 and held it in 1 quarter. The position peaked at $1.34M in Q2 2024. 182 funds tracked by Wall St. Rank hold CTO as of Q3 2024.

  • Ariadne Wealth Management reported no remaining CTO Realty Growth position as of Q3 2024 after selling out during the quarter.
  • Ariadne Wealth Management sold 835 CTO Realty Growth shares in Q3 2024, an estimated $1.34M.
  • Ariadne Wealth Management first reported a position in CTO Realty Growth in Q2 2024 and held it in 1 quarter.
  • Ariadne Wealth Management's CTO Realty Growth position peaked at $1.34M in Q2 2024.
  • 182 funds tracked by Wall St. Rank held CTO Realty Growth as of Q3 2024.

Based on Ariadne Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.