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Financial Synergies Wealth Advisors’s Mid-America Apartment Communities MAA Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q1 		– Sell
-2
Closed -$314 – 533
2023
Q4 		$314 Buy
+2
New +$254 ﹤0.01% 415
2023
Q1 		– Sell
-2
Closed -$314 – 503
2022
Q4 		$314 Hold
2
– – ﹤0.01% 415
2022
Q3 		$311 Hold
2
– – ﹤0.01% 419
2022
Q2 		$350 Buy
+2
New +$372 ﹤0.01% 414

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Synergies Wealth Advisors's MAA Position: Q1 2024 in Review

Financial Synergies Wealth Advisors sold out of Mid-America Apartment Communities (MAA) in Q1 2024, closing a stake of 2 shares — an estimated $314 sold.

Financial Synergies Wealth Advisors first reported a position in MAA in Q2 2022 and held it in 4 quarters. The position peaked at $350 in Q2 2022. 643 funds tracked by Wall St. Rank hold MAA as of Q1 2024.

  • Financial Synergies Wealth Advisors reported no remaining Mid-America Apartment Communities position as of Q1 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 2 Mid-America Apartment Communities shares in Q1 2024, an estimated $314.
  • Financial Synergies Wealth Advisors first reported a position in Mid-America Apartment Communities in Q2 2022 and held it in 4 quarters.
  • Financial Synergies Wealth Advisors's Mid-America Apartment Communities position peaked at $350 in Q2 2022.
  • 643 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q1 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.