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Garrett Wealth Advisory Group’s EastGroup Properties EGP Stock Holding History

Garrett Wealth Advisory Group’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-54
Closed -$6.75K – 223
2019
Q3 		$6.75K Buy
+54
New +$6.6K ﹤0.01% 324

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Garrett Wealth Advisory Group's EGP Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of EastGroup Properties (EGP) in Q4 2019, closing a stake of 54 shares — an estimated $6.75K sold.

Garrett Wealth Advisory Group first reported a position in EGP in Q3 2019 and held it in 1 quarter. The position peaked at $6.75K in Q3 2019. 298 funds tracked by Wall St. Rank hold EGP as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining EastGroup Properties position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 54 EastGroup Properties shares in Q4 2019, an estimated $6.75K.
  • Garrett Wealth Advisory Group first reported a position in EastGroup Properties in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's EastGroup Properties position peaked at $6.75K in Q3 2019.
  • 298 funds tracked by Wall St. Rank held EastGroup Properties as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.