FWM
PINE

Focused Wealth Management’s Alpine Income Property Trust PINE Stock Holding History

Focused Wealth Management’s Portfolio PINE Stock Details PINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-250
Closed -$4.77K – 1128
2022
Q4 		$4.77K Buy
+250
New +$4.53K ﹤0.01% 661

Other funds holding PINE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JCG
John C. Goff $70.7M AUM 4.99% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $2.25B AUM 44.61% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Focused Wealth Management's PINE Position: Q1 2023 in Review

Focused Wealth Management sold out of Alpine Income Property Trust (PINE) in Q1 2023, closing a stake of 250 shares — an estimated $4.77K sold.

Focused Wealth Management first reported a position in PINE in Q4 2022 and held it in 1 quarter. The position peaked at $4.77K in Q4 2022. 80 funds tracked by Wall St. Rank hold PINE as of Q1 2023.

  • Focused Wealth Management reported no remaining Alpine Income Property Trust position as of Q1 2023 after selling out during the quarter.
  • Focused Wealth Management sold 250 Alpine Income Property Trust shares in Q1 2023, an estimated $4.77K.
  • Focused Wealth Management first reported a position in Alpine Income Property Trust in Q4 2022 and held it in 1 quarter.
  • Focused Wealth Management's Alpine Income Property Trust position peaked at $4.77K in Q4 2022.
  • 80 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q1 2023.

Based on Focused Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.