GWMIA
PLYM

Global Wealth Management Investment Advisory’s Plymouth Industrial REIT PLYM Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-8
Closed – – 519
2021
Q4 		$0 Buy
+8
New +$222 ﹤0.01% 494

Other funds holding PLYM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

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

Global Wealth Management Investment Advisory sold out of Plymouth Industrial REIT (PLYM) in Q1 2022, closing a stake of 8 shares.

Global Wealth Management Investment Advisory first reported a position in PLYM in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 163 funds tracked by Wall St. Rank hold PLYM as of Q1 2022.

  • Global Wealth Management Investment Advisory reported no remaining Plymouth Industrial REIT position as of Q1 2022 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 8 Plymouth Industrial REIT shares in Q1 2022.
  • Global Wealth Management Investment Advisory first reported a position in Plymouth Industrial REIT in Q4 2021 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Plymouth Industrial REIT position peaked at $0 in Q4 2021.
  • 163 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2022.

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