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Glassman Wealth Services’s Acadia Realty Trust AKR Stock Holding History

Glassman Wealth Services’s Portfolio AKR Stock Details AKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-21
Closed -$357 – 260
2023
Q4 		$357 Buy
+21
New +$316 ﹤0.01% 1786
2020
Q2 		– Sell
-109
Closed -$1K – 1196
2020
Q1 		$1K Buy
109
+77
+241% +$1.74K ﹤0.01% 793
2019
Q4 		$1K Hold
32
– – ﹤0.01% 838
2019
Q3 		$1K Hold
32
– – ﹤0.01% 770
2019
Q2 		$1K Hold
32
– – ﹤0.01% 789
2019
Q1 		$1K Buy
+32
New +$883 ﹤0.01% 752

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Glassman Wealth Services's AKR Position: Q1 2024 in Review

Glassman Wealth Services sold out of Acadia Realty Trust (AKR) in Q1 2024, closing a stake of 21 shares — an estimated $357 sold.

Glassman Wealth Services first reported a position in AKR in Q1 2019 and held it in 6 quarters. The position peaked at $1K in Q1 2020. 183 funds tracked by Wall St. Rank hold AKR as of Q1 2024.

  • Glassman Wealth Services reported no remaining Acadia Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 21 Acadia Realty Trust shares in Q1 2024, an estimated $357.
  • Glassman Wealth Services first reported a position in Acadia Realty Trust in Q1 2019 and held it in 6 quarters.
  • Glassman Wealth Services's Acadia Realty Trust position peaked at $1K in Q1 2020.
  • 183 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.