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Beaird Harris Wealth Management’s CTO Realty Growth CTO Stock Holding History

Beaird Harris Wealth Management’s Portfolio CTO Stock Details CTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-150
Closed -$3K – 630
2021
Q4 		$3K Buy
+150
New +$2.78K ﹤0.01% 526

Other funds holding CTO

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
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Beaird Harris Wealth Management's CTO Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of CTO Realty Growth (CTO) in Q1 2022, closing a stake of 150 shares — an estimated $3K sold.

Beaird Harris Wealth Management first reported a position in CTO in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 127 funds tracked by Wall St. Rank hold CTO as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining CTO Realty Growth position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 150 CTO Realty Growth shares in Q1 2022, an estimated $3K.
  • Beaird Harris Wealth Management first reported a position in CTO Realty Growth in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's CTO Realty Growth position peaked at $3K in Q4 2021.
  • 127 funds tracked by Wall St. Rank held CTO Realty Growth as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.