Cetera Investment Advisers’s Presidio Property Trust SQFT Stock Holding History

Cetera Investment Advisers’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 Q4	–	Sell	-2,683	Closed	-$21.4K	–	2348
2023 Q3	$21.4K	Buy	2,683 +685	+34%	+$5.82K	﹤0.01%	2158
2023 Q2	$18K	Buy	1,998 +686	+52%	+$6.28K	﹤0.01%	2156
2023 Q1	$13.5K	Sell	1,312 -544	-29%	-$5.99K	﹤0.01%	2131
2022 Q4	$17.6K	Hold	1,856	–	–	﹤0.01%	2066
2022 Q3	$23K	Hold	1,856	–	–	﹤0.01%	1637
2022 Q2	$59K	Hold	1,856	–	–	﹤0.01%	1762
2022 Q1	$69K	Hold	1,856	–	–	﹤0.01%	1823
2021 Q4	$72K	Hold	1,856	–	–	﹤0.01%	1814
2021 Q3	$70K	Hold	1,856	–	–	﹤0.01%	1753
2021 Q2	$73K	Sell	1,856 -702	-27%	-$25.6K	﹤0.01%	1742
2021 Q1	$94K	Sell	2,558 -1,166	-31%	-$43.8K	﹤0.01%	1557
2020 Q4	$158K	Buy	+3,724	New	+$139K	﹤0.01%	1485

Other funds holding SQFT

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RWMG

Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cetera Investment Advisers's SQFT Position: Q4 2023 in Review

Cetera Investment Advisers sold out of Presidio Property Trust (SQFT) in Q4 2023, closing a stake of 2,683 shares — an estimated $21.4K sold.

Cetera Investment Advisers first reported a position in SQFT in Q4 2020 and held it in 12 quarters. The position peaked at $158K in Q4 2020. 31 funds tracked by Wall St. Rank hold SQFT as of Q4 2023.

Cetera Investment Advisers reported no remaining Presidio Property Trust position as of Q4 2023 after selling out during the quarter.
Cetera Investment Advisers sold 2,683 Presidio Property Trust shares in Q4 2023, an estimated $21.4K.
Cetera Investment Advisers first reported a position in Presidio Property Trust in Q4 2020 and held it in 12 quarters.
Cetera Investment Advisers's Presidio Property Trust position peaked at $158K in Q4 2020.
31 funds tracked by Wall St. Rank held Presidio Property Trust as of Q4 2023.

Based on Cetera Investment Advisers's 13F filing for Q4 2023, filed 13 Feb 2024.