HIA
PW

Harbor Investment Advisory’s Power REIT PW Stock Holding History

Harbor Investment Advisory’s Portfolio PW Stock Details PW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2
Closed – – 1369
2022
Q3 		$0 Hold
2
– – ﹤0.01% 1384
2022
Q2 		$0 Buy
2
+1
+100% +$242 ﹤0.01% 1390
2022
Q1 		$0 Buy
+1
New +$570 ﹤0.01% 1384

Other funds holding PW

AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Harbor Investment Advisory's PW Position: Q4 2022 in Review

Harbor Investment Advisory sold out of Power REIT (PW) in Q4 2022, closing a stake of 2 shares.

Harbor Investment Advisory first reported a position in PW in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 22 funds tracked by Wall St. Rank hold PW as of Q4 2022.

  • Harbor Investment Advisory reported no remaining Power REIT position as of Q4 2022 after selling out during the quarter.
  • Harbor Investment Advisory sold 2 Power REIT shares in Q4 2022.
  • Harbor Investment Advisory first reported a position in Power REIT in Q1 2022 and held it in 3 quarters.
  • Harbor Investment Advisory's Power REIT position peaked at $0 in Q3 2022.
  • 22 funds tracked by Wall St. Rank held Power REIT as of Q4 2022.

Based on Harbor Investment Advisory's 13F filing for Q4 2022, filed 24 Jan 2023.