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Bellwether Advisors’s Presidio Property Trust SQFT Stock Holding History

Bellwether Advisors’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
2023
Q2 		– Sell
-195
Closed -$2.01K – 392
2023
Q1 		$2.01K Hold
195
– – ﹤0.01% 346
2022
Q4 		$1.85K Hold
195
– – ﹤0.01% 362
2022
Q3 		$2K Buy
+195
New +$5.24K ﹤0.01% 407

Other funds holding SQFT

IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

Bellwether Advisors's SQFT Position: Q2 2023 in Review

Bellwether Advisors sold out of Presidio Property Trust (SQFT) in Q2 2023, closing a stake of 195 shares — an estimated $2.01K sold.

Bellwether Advisors first reported a position in SQFT in Q3 2022 and held it in 3 quarters. The position peaked at $2.01K in Q1 2023. 29 funds tracked by Wall St. Rank hold SQFT as of Q2 2023.

  • Bellwether Advisors reported no remaining Presidio Property Trust position as of Q2 2023 after selling out during the quarter.
  • Bellwether Advisors sold 195 Presidio Property Trust shares in Q2 2023, an estimated $2.01K.
  • Bellwether Advisors first reported a position in Presidio Property Trust in Q3 2022 and held it in 3 quarters.
  • Bellwether Advisors's Presidio Property Trust position peaked at $2.01K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held Presidio Property Trust as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.