CWAF
GTY

Core Wealth Advisors (Florida)’s Getty Realty Corp GTY Stock Holding History

Core Wealth Advisors (Florida)’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
2024
Q2 		– Sell
-300
Closed -$8.21K – 124
2024
Q1 		$8.21K Hold
300
– – ﹤0.01% 200
2023
Q4 		$8.77K Buy
300
+200
+200% +$5.67K ﹤0.01% 191
2023
Q3 		$2.77K Buy
+100
New +$3.11K ﹤0.01% 214

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Core Wealth Advisors (Florida)'s GTY Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Getty Realty Corp (GTY) in Q2 2024, closing a stake of 300 shares — an estimated $8.21K sold.

Core Wealth Advisors (Florida) first reported a position in GTY in Q3 2023 and held it in 3 quarters. The position peaked at $8.77K in Q4 2023. 233 funds tracked by Wall St. Rank hold GTY as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Getty Realty Corp position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 300 Getty Realty Corp shares in Q2 2024, an estimated $8.21K.
  • Core Wealth Advisors (Florida) first reported a position in Getty Realty Corp in Q3 2023 and held it in 3 quarters.
  • Core Wealth Advisors (Florida)'s Getty Realty Corp position peaked at $8.77K in Q4 2023.
  • 233 funds tracked by Wall St. Rank held Getty Realty Corp as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.