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Arkadios Wealth Advisors’s Equity Lifestyle Properties ELS Stock Holding History

Arkadios Wealth Advisors’s Portfolio ELS Stock Details ELS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,479
Closed -$115K – 906
2021
Q3 		$115K Buy
1,479
+287
+24% +$23.5K 0.02% 648
2021
Q2 		$88K Buy
1,192
+741
+164% +$52.4K 0.01% 752
2021
Q1 		$28K Buy
451
+292
+184% +$18.2K ﹤0.01% 867
2020
Q4 		$10K Sell
159
-582
-79% -$35.9K ﹤0.01% 951
2020
Q3 		$47.3K Buy
741
+227
+44% +$14.7K 0.02% 429
2020
Q2 		$32.6K Buy
+514
New +$31.6K 0.02% 448

Other funds holding ELS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of Equity Lifestyle Properties (ELS) in Q4 2021, closing a stake of 1,479 shares — an estimated $115K sold.

Arkadios Wealth Advisors first reported a position in ELS in Q2 2020 and held it in 6 quarters. The position peaked at $115K in Q3 2021. 433 funds tracked by Wall St. Rank hold ELS as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Equity Lifestyle Properties position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,479 Equity Lifestyle Properties shares in Q4 2021, an estimated $115K.
  • Arkadios Wealth Advisors first reported a position in Equity Lifestyle Properties in Q2 2020 and held it in 6 quarters.
  • Arkadios Wealth Advisors's Equity Lifestyle Properties position peaked at $115K in Q3 2021.
  • 433 funds tracked by Wall St. Rank held Equity Lifestyle Properties as of Q4 2021.

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