Avion Wealth’s Presidio Property Trust SQFT Stock Holding History

Avion Wealth’s Portfolio SQFT Stock Details SQFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,517	Closed	-$64K	–	383
2020 Q4	$64K	Buy	+1,517	New	+$56.4K	0.02%	105

Other funds holding SQFT

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avion Wealth's SQFT Position: Q1 2021 in Review

Avion Wealth sold out of Presidio Property Trust (SQFT) in Q1 2021, closing a stake of 1,517 shares — an estimated $64K sold.

Avion Wealth first reported a position in SQFT in Q4 2020 and held it in 1 quarter. The position peaked at $64K in Q4 2020. 22 funds tracked by Wall St. Rank hold SQFT as of Q1 2021.

Avion Wealth reported no remaining Presidio Property Trust position as of Q1 2021 after selling out during the quarter.
Avion Wealth sold 1,517 Presidio Property Trust shares in Q1 2021, an estimated $64K.
Avion Wealth first reported a position in Presidio Property Trust in Q4 2020 and held it in 1 quarter.
Avion Wealth's Presidio Property Trust position peaked at $64K in Q4 2020.
22 funds tracked by Wall St. Rank held Presidio Property Trust as of Q1 2021.

Based on Avion Wealth's 13F filing for Q1 2021, filed 6 May 2021.