AWA
LTC

Arkadios Wealth Advisors’s LTC Properties LTC Stock Holding History

Arkadios Wealth Advisors’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-59
Closed -$1K – 1265
2021
Q3 		$1K Hold
59
– – ﹤0.01% 1818
2021
Q2 		$2K Sell
59
-21
-26% -$855 ﹤0.01% 1856
2021
Q1 		$3K Hold
80
– – ﹤0.01% 1472
2020
Q4 		$3K Sell
80
-176
-69% -$6.47K ﹤0.01% 1209
2020
Q3 		$8.91K Sell
256
-4
-2% -$148 ﹤0.01% 768
2020
Q2 		$9.71K Sell
260
-55
-17% -$1.96K 0.01% 686
2020
Q1 		$9.73K Sell
315
-11
-3% -$470 0.01% 646
2019
Q4 		$15.9K Buy
+326
New +$15.7K 0.01% 501

Other funds holding LTC

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of LTC Properties (LTC) in Q4 2021, closing a stake of 59 shares — an estimated $1K sold.

Arkadios Wealth Advisors first reported a position in LTC in Q4 2019 and held it in 8 quarters. The position peaked at $15.9K in Q4 2019. 213 funds tracked by Wall St. Rank hold LTC as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining LTC Properties position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 59 LTC Properties shares in Q4 2021, an estimated $1K.
  • Arkadios Wealth Advisors first reported a position in LTC Properties in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's LTC Properties position peaked at $15.9K in Q4 2019.
  • 213 funds tracked by Wall St. Rank held LTC Properties as of Q4 2021.

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