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C.M. Bidwell & Associates’s CTO Realty Growth CTO Stock Holding History

C.M. Bidwell & Associates’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
2021
Q3 		– Sell
-3,480
Closed -$62K – 571
2021
Q2 		$62K Sell
3,480
-45
-1% -$797 0.04% 289
2021
Q1 		$61K Buy
+3,525
New +$57.1K 0.04% 286

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
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

C.M. Bidwell & Associates's CTO Position: Q3 2021 in Review

C.M. Bidwell & Associates sold out of CTO Realty Growth (CTO) in Q3 2021, closing a stake of 3,480 shares — an estimated $62K sold.

C.M. Bidwell & Associates first reported a position in CTO in Q1 2021 and held it in 2 quarters. The position peaked at $62K in Q2 2021. 103 funds tracked by Wall St. Rank hold CTO as of Q3 2021.

  • C.M. Bidwell & Associates reported no remaining CTO Realty Growth position as of Q3 2021 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 3,480 CTO Realty Growth shares in Q3 2021, an estimated $62K.
  • C.M. Bidwell & Associates first reported a position in CTO Realty Growth in Q1 2021 and held it in 2 quarters.
  • C.M. Bidwell & Associates's CTO Realty Growth position peaked at $62K in Q2 2021.
  • 103 funds tracked by Wall St. Rank held CTO Realty Growth as of Q3 2021.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2021, filed 12 Nov 2021.