GI
PEI

Gradient Investments’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

Gradient Investments’s Portfolio PEI Stock Details PEI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-133
Closed – – 1617
2022
Q2 		$0 Hold
133
– – ﹤0.01% 1447
2022
Q1 		$1K Hold
133
– – ﹤0.01% 1162
2021
Q4 		$2K Hold
133
– – ﹤0.01% 1107
2021
Q3 		$4K Hold
133
– – ﹤0.01% 933
2021
Q2 		$5K Hold
133
– – ﹤0.01% 897
2021
Q1 		$4K Hold
133
– – ﹤0.01% 936
2020
Q4 		$1K Hold
133
– – ﹤0.01% 1120
2020
Q3 		$1K Buy
+133
New +$2.09K ﹤0.01% 1124

Other funds holding PEI

Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
V
Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Gradient Investments's PEI Position: Q3 2022 in Review

Gradient Investments sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2022, closing a stake of 133 shares.

Gradient Investments first reported a position in PEI in Q3 2020 and held it in 8 quarters. The position peaked at $5K in Q2 2021. 32 funds tracked by Wall St. Rank hold PEI as of Q3 2022.

  • Gradient Investments reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2022 after selling out during the quarter.
  • Gradient Investments sold 133 Pennsylvania Real Estate Investment Trust shares in Q3 2022.
  • Gradient Investments first reported a position in Pennsylvania Real Estate Investment Trust in Q3 2020 and held it in 8 quarters.
  • Gradient Investments's Pennsylvania Real Estate Investment Trust position peaked at $5K in Q2 2021.
  • 32 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2022.

Based on Gradient Investments's 13F filing for Q3 2022, filed 14 Oct 2022.