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Arkadios Wealth Advisors’s NexPoint Residential Trust NXRT Stock Holding History

Arkadios Wealth Advisors’s Portfolio NXRT Stock Details NXRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-200
Closed -$10K – 1996
2021
Q2 		$10K Buy
+200
New +$10.3K ﹤0.01% 1540

Other funds holding NXRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
NAM
Nexpoint Asset Management Dallas, Texas $1.5B AUM 83.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $1.07B AUM 34.04% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Arkadios Wealth Advisors's NXRT Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of NexPoint Residential Trust (NXRT) in Q3 2021, closing a stake of 200 shares — an estimated $10K sold.

Arkadios Wealth Advisors first reported a position in NXRT in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 204 funds tracked by Wall St. Rank hold NXRT as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining NexPoint Residential Trust position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 200 NexPoint Residential Trust shares in Q3 2021, an estimated $10K.
  • Arkadios Wealth Advisors first reported a position in NexPoint Residential Trust in Q2 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's NexPoint Residential Trust position peaked at $10K in Q2 2021.
  • 204 funds tracked by Wall St. Rank held NexPoint Residential Trust as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.