Focused Wealth Management’s Tanger SKT Stock Holding History

Focused Wealth Management’s Portfolio SKT Stock Details SKT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-528	Closed	-$14.6K	–	839
2023 Q4	$14.6K	Buy	528 +5	+1%	+$124	﹤0.01%	484
2023 Q3	$11.8K	Buy	523 +4	+0.8%	+$93	﹤0.01%	494
2023 Q2	$11.5K	Buy	519 +5	+1%	+$100	﹤0.01%	515
2023 Q1	$10.1K	Buy	514 +5	+1%	+$93	﹤0.01%	543
2022 Q4	$9.13K	Buy	509 +4	+0.8%	+$72	﹤0.01%	540
2022 Q3	$7K	Buy	505 +5	+1%	+$78	﹤0.01%	567
2022 Q2	$7K	Buy	500 +4	+0.8%	+$66	﹤0.01%	565
2022 Q1	$9K	Buy	496 +5	+1%	+$87	﹤0.01%	568
2021 Q4	$9K	Buy	491 +3	+0.6%	+$57	﹤0.01%	610
2021 Q3	$8K	Buy	488 +4	+0.8%	+$69	﹤0.01%	641
2021 Q2	$9K	Buy	484 +4	+0.8%	+$70	﹤0.01%	633
2021 Q1	$7K	Buy	480 +5	+1%	+$74	﹤0.01%	671
2020 Q4	$5K	Hold	475	–	–	﹤0.01%	661
2020 Q3	$3K	Hold	475	–	–	﹤0.01%	683
2020 Q2	$3K	Hold	475	–	–	﹤0.01%	655
2020 Q1	$2K	Hold	475	–	–	﹤0.01%	626
2019 Q4	$7K	Hold	475	–	–	﹤0.01%	543
2019 Q3	$7K	Buy	475 +100	+27%	+$1.56K	﹤0.01%	534
2019 Q2	$6K	Hold	375	–	–	﹤0.01%	585
2019 Q1	$8K	Hold	375	–	–	﹤0.01%	495
2018 Q4	$8K	Hold	375	–	–	﹤0.01%	484
2018 Q3	$9K	Hold	375	–	–	﹤0.01%	465
2018 Q2	$9K	Hold	375	–	–	﹤0.01%	465
2018 Q1	$8K	Hold	375	–	–	﹤0.01%	502
2017 Q4	$10K	Hold	375	–	–	﹤0.01%	471
2017 Q3	$9K	Buy	+375	New	+$9.49K	﹤0.01%	457

Other funds holding SKT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

WCP

Waterfront Capital Partners New York $153M AUM 13.97% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focused Wealth Management's SKT Position: Q1 2024 in Review

Focused Wealth Management sold out of Tanger (SKT) in Q1 2024, closing a stake of 528 shares — an estimated $14.6K sold.

Focused Wealth Management first reported a position in SKT in Q3 2017 and held it in 26 quarters. The position peaked at $14.6K in Q4 2023. 292 funds tracked by Wall St. Rank hold SKT as of Q1 2024.

Focused Wealth Management reported no remaining Tanger position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 528 Tanger shares in Q1 2024, an estimated $14.6K.
Focused Wealth Management first reported a position in Tanger in Q3 2017 and held it in 26 quarters.
Focused Wealth Management's Tanger position peaked at $14.6K in Q4 2023.
292 funds tracked by Wall St. Rank held Tanger as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.