Arkadios Wealth Advisors’s EastGroup Properties EGP Stock Holding History

Arkadios Wealth Advisors’s Portfolio EGP Stock Details EGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-438	Closed	-$73K	–	902
2021 Q3	$73K	Buy	438 +78	+22%	+$13.5K	0.01%	770
2021 Q2	$59K	Buy	360 +224	+165%	+$35.5K	0.01%	867
2021 Q1	$19K	Buy	136 +88	+183%	+$12.3K	﹤0.01%	981
2020 Q4	$6K	Sell	48 -151	-76%	-$20.9K	﹤0.01%	1063
2020 Q3	$27.7K	Buy	199 +58	+41%	+$7.49K	0.01%	533
2020 Q2	$16.8K	Buy	+141	New	+$15.6K	0.01%	575

Other funds holding EGP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of EastGroup Properties (EGP) in Q4 2021, closing a stake of 438 shares — an estimated $73K sold.

Arkadios Wealth Advisors first reported a position in EGP in Q2 2020 and held it in 6 quarters. The position peaked at $73K in Q3 2021. 374 funds tracked by Wall St. Rank hold EGP as of Q4 2021.

Arkadios Wealth Advisors reported no remaining EastGroup Properties position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 438 EastGroup Properties shares in Q4 2021, an estimated $73K.
Arkadios Wealth Advisors first reported a position in EastGroup Properties in Q2 2020 and held it in 6 quarters.
Arkadios Wealth Advisors's EastGroup Properties position peaked at $73K in Q3 2021.
374 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2021.

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