DWM
PEI

Doyle Wealth Management’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Doyle Wealth Management’s Portfolio PEI Stock Details PEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,594
Closed -$101K – 264
2021
Q4 		$101K Hold
6,594
– – 0.01% 232
2021
Q3 		$192K Buy
+6,594
New +$202K 0.02% 219

Other funds holding PEI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Doyle Wealth Management's PEI Position: Q1 2022 in Review

Doyle Wealth Management sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q1 2022, closing a stake of 6,594 shares — an estimated $101K sold.

Doyle Wealth Management first reported a position in PEI in Q3 2021 and held it in 2 quarters. The position peaked at $192K in Q3 2021. 66 funds tracked by Wall St. Rank hold PEI as of Q1 2022.

  • Doyle Wealth Management reported no remaining Pennsylvania Real Estate Investment Trust position as of Q1 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 6,594 Pennsylvania Real Estate Investment Trust shares in Q1 2022, an estimated $101K.
  • Doyle Wealth Management first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2021 and held it in 2 quarters.
  • Doyle Wealth Management's Pennsylvania Real Estate Investment Trust position peaked at $192K in Q3 2021.
  • 66 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q1 2022.

Based on Doyle Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.