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Fiduciary Alliance’s Mid-America Apartment Communities MAA Stock Holding History

Fiduciary Alliance’s Portfolio MAA Stock Details MAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-150
Closed -$22.8K – 619
2023
Q2 		$22.8K Buy
+150
New +$22.5K ﹤0.01% 423
2023
Q1 		– Sell
-200
Closed -$31.4K – 555
2022
Q4 		$31.4K Buy
+200
New +$31.1K 0.01% 266

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Fiduciary Alliance's MAA Position: Q3 2023 in Review

Fiduciary Alliance sold out of Mid-America Apartment Communities (MAA) in Q3 2023, closing a stake of 150 shares — an estimated $22.8K sold.

Fiduciary Alliance first reported a position in MAA in Q4 2022 and held it in 2 quarters. The position peaked at $31.4K in Q4 2022. 632 funds tracked by Wall St. Rank hold MAA as of Q3 2023.

  • Fiduciary Alliance reported no remaining Mid-America Apartment Communities position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 150 Mid-America Apartment Communities shares in Q3 2023, an estimated $22.8K.
  • Fiduciary Alliance first reported a position in Mid-America Apartment Communities in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Mid-America Apartment Communities position peaked at $31.4K in Q4 2022.
  • 632 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.