GWMIA
PINE

Global Wealth Management Investment Advisory’s Alpine Income Property Trust PINE Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio PINE Stock Details PINE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-59
Closed -$1K – 517
2021
Q4 		$1K Buy
+59
New +$1.1K ﹤0.01% 431

Other funds holding PINE

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JCG
John C. Goff $70.7M AUM 4.99% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return

Global Wealth Management Investment Advisory's PINE Position: Q1 2022 in Review

Global Wealth Management Investment Advisory sold out of Alpine Income Property Trust (PINE) in Q1 2022, closing a stake of 59 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in PINE in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 68 funds tracked by Wall St. Rank hold PINE as of Q1 2022.

  • Global Wealth Management Investment Advisory reported no remaining Alpine Income Property Trust position as of Q1 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 59 Alpine Income Property Trust shares in Q1 2022, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Alpine Income Property Trust in Q4 2021 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Alpine Income Property Trust position peaked at $1K in Q4 2021.
  • 68 funds tracked by Wall St. Rank held Alpine Income Property Trust as of Q1 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2022, filed 17 May 2022.