CWM
PSTL

C2C Wealth Management’s Postal Realty Trust PSTL Stock Holding History

C2C Wealth Management’s Portfolio PSTL Stock Details PSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-33,804
Closed -$448K – 196
2023
Q3 		$448K Buy
33,804
+145
+0.4% +$2.1K 0.06% 160
2023
Q2 		$502K Sell
33,659
-519
-2% -$7.67K 0.07% 151
2023
Q1 		$511K Buy
+34,178
New +$512K 0.08% 143

Other funds holding PSTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

C2C Wealth Management's PSTL Position: Q4 2023 in Review

C2C Wealth Management sold out of Postal Realty Trust (PSTL) in Q4 2023, closing a stake of 33,804 shares — an estimated $448K sold.

C2C Wealth Management first reported a position in PSTL in Q1 2023 and held it in 3 quarters. The position peaked at $511K in Q1 2023. 117 funds tracked by Wall St. Rank hold PSTL as of Q4 2023.

  • C2C Wealth Management reported no remaining Postal Realty Trust position as of Q4 2023 after selling out during the quarter.
  • C2C Wealth Management sold 33,804 Postal Realty Trust shares in Q4 2023, an estimated $448K.
  • C2C Wealth Management first reported a position in Postal Realty Trust in Q1 2023 and held it in 3 quarters.
  • C2C Wealth Management's Postal Realty Trust position peaked at $511K in Q1 2023.
  • 117 funds tracked by Wall St. Rank held Postal Realty Trust as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.