FAIM
PW

Financial Advocates Investment Management’s Power REIT PW Stock Holding History

Financial Advocates Investment Management’s Portfolio PW Stock Details PW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,147
Closed -$6K – 796
2021
Q4 		$6K Buy
+1,147
New +$648K ﹤0.01% 765

Other funds holding PW

AI
AdvisorShares Investments Bethesda, Maryland $828M AUM 37.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
BIC
B&I Capital Zurich, Switzerland $45.3M AUM 17.6% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.56B AUM 21.74% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Financial Advocates Investment Management's PW Position: Q1 2022 in Review

Financial Advocates Investment Management sold out of Power REIT (PW) in Q1 2022, closing a stake of 1,147 shares — an estimated $6K sold.

Financial Advocates Investment Management first reported a position in PW in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 36 funds tracked by Wall St. Rank hold PW as of Q1 2022.

  • Financial Advocates Investment Management reported no remaining Power REIT position as of Q1 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,147 Power REIT shares in Q1 2022, an estimated $6K.
  • Financial Advocates Investment Management first reported a position in Power REIT in Q4 2021 and held it in 1 quarter.
  • Financial Advocates Investment Management's Power REIT position peaked at $6K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Power REIT as of Q1 2022.

Based on Financial Advocates Investment Management's 13F filing for Q1 2022, filed 11 May 2022.