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BDO Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

BDO Wealth Advisors’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
Q4 		– Sell
-101
Closed -$14K – 1018
2022
Q3 		$14K Hold
101
– – ﹤0.01% 636
2022
Q2 		$15K Hold
101
– – ﹤0.01% 609
2022
Q1 		$20K Hold
101
– – ﹤0.01% 592
2021
Q4 		$23K Hold
101
– – ﹤0.01% 590
2021
Q3 		$19K Sell
101
-15
-13% -$2.99K ﹤0.01% 619
2021
Q2 		$21K Hold
116
– – ﹤0.01% 612
2021
Q1 		$19K Buy
116
+101
+673% +$16.8K ﹤0.01% 623
2020
Q4 		$3K Hold
15
– – ﹤0.01% 693
2020
Q3 		$2K Buy
+15
New +$2.5K ﹤0.01% 665

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BDO Wealth Advisors's ARE Position: Q4 2022 in Review

BDO Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q4 2022, closing a stake of 101 shares — an estimated $14K sold.

BDO Wealth Advisors first reported a position in ARE in Q3 2020 and held it in 9 quarters. The position peaked at $23K in Q4 2021. 630 funds tracked by Wall St. Rank hold ARE as of Q4 2022.

  • BDO Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q4 2022 after selling out during the quarter.
  • BDO Wealth Advisors sold 101 Alexandria Real Estate Equities shares in Q4 2022, an estimated $14K.
  • BDO Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q3 2020 and held it in 9 quarters.
  • BDO Wealth Advisors's Alexandria Real Estate Equities position peaked at $23K in Q4 2021.
  • 630 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q4 2022.

Based on BDO Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.