CWC
GTY

Carolinas Wealth Consulting’s Getty Realty Corp GTY Stock Holding History

Carolinas Wealth Consulting’s Portfolio GTY Stock Details GTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-325
Closed -$11.1K – 1055
2023
Q2 		$11.1K Hold
325
– – ﹤0.01% 577
2023
Q1 		$11.8K Buy
325
+90
+38% +$3.15K ﹤0.01% 585
2022
Q4 		$8.06K Buy
+235
New +$7.41K ﹤0.01% 646

Other funds holding GTY

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carolinas Wealth Consulting's GTY Position: Q3 2023 in Review

Carolinas Wealth Consulting sold out of Getty Realty Corp (GTY) in Q3 2023, closing a stake of 325 shares — an estimated $11.1K sold.

Carolinas Wealth Consulting first reported a position in GTY in Q4 2022 and held it in 3 quarters. The position peaked at $11.8K in Q1 2023. 222 funds tracked by Wall St. Rank hold GTY as of Q3 2023.

  • Carolinas Wealth Consulting reported no remaining Getty Realty Corp position as of Q3 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 325 Getty Realty Corp shares in Q3 2023, an estimated $11.1K.
  • Carolinas Wealth Consulting first reported a position in Getty Realty Corp in Q4 2022 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Getty Realty Corp position peaked at $11.8K in Q1 2023.
  • 222 funds tracked by Wall St. Rank held Getty Realty Corp as of Q3 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q3 2023, filed 14 Nov 2023.