Harvest Group Wealth Management’s Acadia Realty Trust AKR Stock Holding History

Harvest Group Wealth Management’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
2020 Q4	–	Sell	-29	Closed	–	–	632
2020 Q3	$0	Buy	29 +6	+26%	+$72	﹤0.01%	578
2020 Q2	$0	Buy	+23	New	+$286	﹤0.01%	471
2020 Q1	–	Sell	-334	Closed	-$8K	–	488
2019 Q4	$8K	Hold	334	–	–	0.01%	276
2019 Q3	$10K	Hold	334	–	–	0.01%	251
2019 Q2	$9K	Hold	334	–	–	0.01%	230
2019 Q1	$9K	Buy	+334	New	+$9.22K	0.01%	250

Other funds holding AKR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WMSA

Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ACM

AEW Capital Management Boston, Massachusetts $1.38B AUM 4.64% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Harvest Group Wealth Management's AKR Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Acadia Realty Trust (AKR) in Q4 2020, closing a stake of 29 shares.

Harvest Group Wealth Management first reported a position in AKR in Q1 2019 and held it in 6 quarters. The position peaked at $10K in Q3 2019. 163 funds tracked by Wall St. Rank hold AKR as of Q4 2020.

Harvest Group Wealth Management reported no remaining Acadia Realty Trust position as of Q4 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 29 Acadia Realty Trust shares in Q4 2020.
Harvest Group Wealth Management first reported a position in Acadia Realty Trust in Q1 2019 and held it in 6 quarters.
Harvest Group Wealth Management's Acadia Realty Trust position peaked at $10K in Q3 2019.
163 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.