AWA
CIO

Arkadios Wealth Advisors’s City Office REIT CIO Stock Holding History

Arkadios Wealth Advisors’s Portfolio CIO Stock Details CIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,000
Closed -$17K – 774
2021
Q3 		$17K Buy
+1,000
New +$14.6K ﹤0.01% 1268

Other funds holding CIO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of City Office REIT (CIO) in Q4 2021, closing a stake of 1,000 shares — an estimated $17K sold.

Arkadios Wealth Advisors first reported a position in CIO in Q3 2021 and held it in 1 quarter. The position peaked at $17K in Q3 2021. 153 funds tracked by Wall St. Rank hold CIO as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining City Office REIT position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,000 City Office REIT shares in Q4 2021, an estimated $17K.
  • Arkadios Wealth Advisors first reported a position in City Office REIT in Q3 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's City Office REIT position peaked at $17K in Q3 2021.
  • 153 funds tracked by Wall St. Rank held City Office REIT as of Q4 2021.

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