AWA
PLYM

Arkadios Wealth Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

Arkadios Wealth Advisors’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,500
Closed -$34K – 1446
2021
Q3 		$34K Buy
+1,500
New +$33.7K ﹤0.01% 1018

Other funds holding PLYM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Arkadios Wealth Advisors sold out of Plymouth Industrial REIT (PLYM) in Q4 2021, closing a stake of 1,500 shares — an estimated $34K sold.

Arkadios Wealth Advisors first reported a position in PLYM in Q3 2021 and held it in 1 quarter. The position peaked at $34K in Q3 2021. 155 funds tracked by Wall St. Rank hold PLYM as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Plymouth Industrial REIT position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,500 Plymouth Industrial REIT shares in Q4 2021, an estimated $34K.
  • Arkadios Wealth Advisors first reported a position in Plymouth Industrial REIT in Q3 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Plymouth Industrial REIT position peaked at $34K in Q3 2021.
  • 155 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2021.

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