HHM Wealth Advisors’s Presidio Property Trust SQFT Stock Holding History

HHM Wealth Advisors’s Portfolio SQFT Stock Details SQFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-138	Closed	-$2K	–	737
2022 Q3	$2K	Hold	138	–	–	﹤0.01%	605
2022 Q2	$4K	Hold	138	–	–	﹤0.01%	681
2022 Q1	$5K	Hold	138	–	–	﹤0.01%	615
2021 Q4	$5K	Hold	138	–	–	﹤0.01%	582
2021 Q3	$5K	Hold	138	–	–	﹤0.01%	551
2021 Q2	$5K	Hold	138	–	–	﹤0.01%	535
2021 Q1	$5K	Buy	+138	New	+$5.18K	﹤0.01%	499

Other funds holding SQFT

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RWMG

Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

HHM Wealth Advisors's SQFT Position: Q4 2022 in Review

HHM Wealth Advisors sold out of Presidio Property Trust (SQFT) in Q4 2022, closing a stake of 138 shares — an estimated $2K sold.

HHM Wealth Advisors first reported a position in SQFT in Q1 2021 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 33 funds tracked by Wall St. Rank hold SQFT as of Q4 2022.

HHM Wealth Advisors reported no remaining Presidio Property Trust position as of Q4 2022 after selling out during the quarter.
HHM Wealth Advisors sold 138 Presidio Property Trust shares in Q4 2022, an estimated $2K.
HHM Wealth Advisors first reported a position in Presidio Property Trust in Q1 2021 and held it in 7 quarters.
HHM Wealth Advisors's Presidio Property Trust position peaked at $5K in Q1 2022.
33 funds tracked by Wall St. Rank held Presidio Property Trust as of Q4 2022.

Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.