CPA
PLYM

Capital Performance Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

Capital Performance Advisors’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13
Closed -$294 – 2000
2024
Q3 		$294 Buy
+13
New +$302 ﹤0.01% 2468

Other funds holding PLYM

MIRH
Madison International Realty Holdings New York $54.9M AUM
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Performance Advisors's PLYM Position: Q4 2024 in Review

Capital Performance Advisors sold out of Plymouth Industrial REIT (PLYM) in Q4 2024, closing a stake of 13 shares — an estimated $294 sold.

Capital Performance Advisors first reported a position in PLYM in Q3 2024 and held it in 1 quarter. The position peaked at $294 in Q3 2024. 185 funds tracked by Wall St. Rank hold PLYM as of Q4 2024.

  • Capital Performance Advisors reported no remaining Plymouth Industrial REIT position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 13 Plymouth Industrial REIT shares in Q4 2024, an estimated $294.
  • Capital Performance Advisors first reported a position in Plymouth Industrial REIT in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Plymouth Industrial REIT position peaked at $294 in Q3 2024.
  • 185 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.