FPWM
ELME

FSB Premier Wealth Management’s Elme Communities ELME Stock Holding History

FSB Premier Wealth Management’s Portfolio ELME Stock Details ELME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed -$2K – 255
2021
Q4 		$2K Buy
+100
New +$2.56K ﹤0.01% 489

Other funds holding ELME

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FSB Premier Wealth Management's ELME Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Elme Communities (ELME) in Q1 2022, closing a stake of 100 shares — an estimated $2K sold.

FSB Premier Wealth Management first reported a position in ELME in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 214 funds tracked by Wall St. Rank hold ELME as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Elme Communities position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 100 Elme Communities shares in Q1 2022, an estimated $2K.
  • FSB Premier Wealth Management first reported a position in Elme Communities in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Elme Communities position peaked at $2K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Elme Communities as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.