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Bay Harbor Wealth Management’s Alexandria Real Estate Equities ARE Stock Holding History

Bay Harbor Wealth Management’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5
Closed -$1K – 192
2021
Q4 		$1K Hold
5
– – ﹤0.01% 157
2021
Q3 		$1K Hold
5
– – ﹤0.01% 200
2021
Q2 		$1K Hold
5
– – ﹤0.01% 201
2021
Q1 		$1K Sell
5
-117
-96% -$19.5K ﹤0.01% 208
2020
Q4 		$22K Hold
122
– – 0.01% 202
2020
Q3 		$20K Buy
122
+116
+1,933% +$19.4K 0.01% 201
2020
Q2 		$1K Buy
+6
New +$917 ﹤0.01% 301

Other funds holding ARE

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bay Harbor Wealth Management's ARE Position: Q1 2022 in Review

Bay Harbor Wealth Management sold out of Alexandria Real Estate Equities (ARE) in Q1 2022, closing a stake of 5 shares — an estimated $1K sold.

Bay Harbor Wealth Management first reported a position in ARE in Q2 2020 and held it in 7 quarters. The position peaked at $22K in Q4 2020. 634 funds tracked by Wall St. Rank hold ARE as of Q1 2022.

  • Bay Harbor Wealth Management reported no remaining Alexandria Real Estate Equities position as of Q1 2022 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 5 Alexandria Real Estate Equities shares in Q1 2022, an estimated $1K.
  • Bay Harbor Wealth Management first reported a position in Alexandria Real Estate Equities in Q2 2020 and held it in 7 quarters.
  • Bay Harbor Wealth Management's Alexandria Real Estate Equities position peaked at $22K in Q4 2020.
  • 634 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2022.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2022, filed 19 Apr 2022.