FGAM
AHRT

Financial Gravity Asset Management’s AH Realty Trust AHRT Stock Holding History

Financial Gravity Asset Management’s Portfolio AHRT Stock Details AHRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-234
Closed -$2.57K – 842
2022
Q2 		$2.57K Buy
+234
New +$3.18K 0.08% 249

Other funds holding AHRT

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Financial Gravity Asset Management's AHRT Position: Q3 2022 in Review

Financial Gravity Asset Management sold out of AH Realty Trust (AHRT) in Q3 2022, closing a stake of 234 shares — an estimated $2.57K sold.

Financial Gravity Asset Management first reported a position in AHRT in Q2 2022 and held it in 1 quarter. The position peaked at $2.57K in Q2 2022. 198 funds tracked by Wall St. Rank hold AHRT as of Q3 2022.

  • Financial Gravity Asset Management reported no remaining AH Realty Trust position as of Q3 2022 after selling out during the quarter.
  • Financial Gravity Asset Management sold 234 AH Realty Trust shares in Q3 2022, an estimated $2.57K.
  • Financial Gravity Asset Management first reported a position in AH Realty Trust in Q2 2022 and held it in 1 quarter.
  • Financial Gravity Asset Management's AH Realty Trust position peaked at $2.57K in Q2 2022.
  • 198 funds tracked by Wall St. Rank held AH Realty Trust as of Q3 2022.

Based on Financial Gravity Asset Management's 13F filing for Q3 2022, filed 3 Nov 2022.