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Focused Wealth Management’s SL Green Realty SLG Stock Holding History

Focused Wealth Management’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-100
Closed -$4.51K – 840
2023
Q4 		$4.51K Buy
100
+2
+2% +$74 ﹤0.01% 669
2023
Q3 		$3.65K Buy
98
+2
+2% +$72 ﹤0.01% 692
2023
Q2 		$2.89K Buy
96
+3
+3% +$72 ﹤0.01% 760
2023
Q1 		$2.19K Buy
93
+2
+2% +$67 ﹤0.01% 786
2022
Q4 		$3.06K Buy
91
+2
+2% +$76 ﹤0.01% 742
2022
Q3 		$4K Buy
89
+2
+2% +$93 ﹤0.01% 674
2022
Q2 		$4K Buy
87
+1
+1% +$64 ﹤0.01% 663
2022
Q1 		$7K Sell
86
-1,934
-96% -$152K ﹤0.01% 617
2021
Q4 		$149K Sell
2,020
-61
-3% -$4.49K 0.02% 227
2021
Q3 		$147K Buy
2,081
+1
+0% +$73 0.02% 216
2021
Q2 		$166K Buy
2,080
+1
+0% +$76 0.03% 198
2021
Q1 		$145K Buy
2,079
+57
+3% +$3.85K 0.03% 217
2020
Q4 		$124K Sell
2,022
-127
-6% -$6.72K 0.02% 223
2020
Q3 		$96K Buy
+2,149
New +$99.6K 0.02% 250

Other funds holding SLG

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Focused Wealth Management sold out of SL Green Realty (SLG) in Q1 2024, closing a stake of 100 shares — an estimated $4.51K sold.

Focused Wealth Management first reported a position in SLG in Q3 2020 and held it in 14 quarters. The position peaked at $166K in Q2 2021. 310 funds tracked by Wall St. Rank hold SLG as of Q1 2024.

  • Focused Wealth Management reported no remaining SL Green Realty position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 100 SL Green Realty shares in Q1 2024, an estimated $4.51K.
  • Focused Wealth Management first reported a position in SL Green Realty in Q3 2020 and held it in 14 quarters.
  • Focused Wealth Management's SL Green Realty position peaked at $166K in Q2 2021.
  • 310 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2024.

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