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Financial Network Wealth Advisors’s Acadia Realty Trust AKR Stock Holding History

Financial Network Wealth Advisors’s Portfolio AKR Stock Details AKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-34
Closed -$798 – 491
2024
Q3 		$798 Buy
+34
New +$725 ﹤0.01% 776

Other funds holding AKR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Network Wealth Advisors's AKR Position: Q4 2024 in Review

Financial Network Wealth Advisors sold out of Acadia Realty Trust (AKR) in Q4 2024, closing a stake of 34 shares — an estimated $798 sold.

Financial Network Wealth Advisors first reported a position in AKR in Q3 2024 and held it in 1 quarter. The position peaked at $798 in Q3 2024. 238 funds tracked by Wall St. Rank hold AKR as of Q4 2024.

  • Financial Network Wealth Advisors reported no remaining Acadia Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 34 Acadia Realty Trust shares in Q4 2024, an estimated $798.
  • Financial Network Wealth Advisors first reported a position in Acadia Realty Trust in Q3 2024 and held it in 1 quarter.
  • Financial Network Wealth Advisors's Acadia Realty Trust position peaked at $798 in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q4 2024.

Based on Financial Network Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.