AWA
BFS

Arkadios Wealth Advisors’s Saul Centers BFS Stock Holding History

Arkadios Wealth Advisors’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-414
Closed -$18K – 698
2021
Q3 		$18K Hold
414
– – ﹤0.01% 1245
2021
Q2 		$18K Hold
414
– – ﹤0.01% 1323
2021
Q1 		$16K Hold
414
– – ﹤0.01% 1038
2020
Q4 		$13K Buy
+414
New +$12.2K ﹤0.01% 880

Other funds holding BFS

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Vanguard Group
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arkadios Wealth Advisors's BFS Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Saul Centers (BFS) in Q4 2021, closing a stake of 414 shares — an estimated $18K sold.

Arkadios Wealth Advisors first reported a position in BFS in Q4 2020 and held it in 4 quarters. The position peaked at $18K in Q3 2021. 135 funds tracked by Wall St. Rank hold BFS as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Saul Centers position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 414 Saul Centers shares in Q4 2021, an estimated $18K.
  • Arkadios Wealth Advisors first reported a position in Saul Centers in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Saul Centers position peaked at $18K in Q3 2021.
  • 135 funds tracked by Wall St. Rank held Saul Centers as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.