CWP
PPTY

Cyndeo Wealth Partners’s US Diversified Real Estate ETF PPTY Stock Holding History

Cyndeo Wealth Partners’s Portfolio PPTY Stock Details PPTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-8,763
Closed -$246K – 332
2022
Q4 		$246K Buy
+8,763
New +$248K 0.03% 275

Other funds holding PPTY

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
TC
TAP Consulting Kirkwood, Missouri $489M AUM 8.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WCFA
Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FCM
Firestone Capital Management Coral Gables, Florida $480M AUM 15.33% 1-Year Est. Return
AP
Appleton Partners Boston, Massachusetts $1.63B AUM 38.57% 1-Year Est. Return

Cyndeo Wealth Partners's PPTY Position: Q1 2023 in Review

Cyndeo Wealth Partners sold out of US Diversified Real Estate ETF (PPTY) in Q1 2023, closing a stake of 8,763 shares — an estimated $246K sold.

Cyndeo Wealth Partners first reported a position in PPTY in Q4 2022 and held it in 1 quarter. The position peaked at $246K in Q4 2022. 18 funds tracked by Wall St. Rank hold PPTY as of Q1 2023.

  • Cyndeo Wealth Partners reported no remaining US Diversified Real Estate ETF position as of Q1 2023 after selling out during the quarter.
  • Cyndeo Wealth Partners sold 8,763 US Diversified Real Estate ETF shares in Q1 2023, an estimated $246K.
  • Cyndeo Wealth Partners first reported a position in US Diversified Real Estate ETF in Q4 2022 and held it in 1 quarter.
  • Cyndeo Wealth Partners's US Diversified Real Estate ETF position peaked at $246K in Q4 2022.
  • 18 funds tracked by Wall St. Rank held US Diversified Real Estate ETF as of Q1 2023.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2023, filed 21 Apr 2023.