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Forvis Mazars Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,209
Closed -$215K – 279
2020
Q4 		$215K Buy
+1,209
New +$200K 0.01% 342

Other funds holding ARE

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Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ARE Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q1 2021, closing a stake of 1,209 shares — an estimated $215K sold.

Forvis Mazars Wealth Advisors first reported a position in ARE in Q4 2020 and held it in 1 quarter. The position peaked at $215K in Q4 2020. 553 funds tracked by Wall St. Rank hold ARE as of Q1 2021.

  • Forvis Mazars Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q1 2021 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 1,209 Alexandria Real Estate Equities shares in Q1 2021, an estimated $215K.
  • Forvis Mazars Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q4 2020 and held it in 1 quarter.
  • Forvis Mazars Wealth Advisors's Alexandria Real Estate Equities position peaked at $215K in Q4 2020.
  • 553 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.