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HHM Wealth Advisors’s Presidio Property Trust Inc Series A Warrants SQFTW Stock Holding History

HHM Wealth Advisors’s Portfolio SQFTW Stock Details SQFTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,378
Closed – – 738
2022
Q3 		$0 Hold
1,378
– – ﹤0.01% 792
2022
Q2 		$0 Hold
1,378
– – ﹤0.01% 839
2022
Q1 		$0 Buy
+1,378
New +$302 ﹤0.01% 747

Other funds holding SQFTW

CL
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IA
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Presidio Property Trust Inc Series A Warrants (SQFTW) in Q4 2022, closing a stake of 1,378 shares.

HHM Wealth Advisors first reported a position in SQFTW in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 25 funds tracked by Wall St. Rank hold SQFTW as of Q4 2022.

  • HHM Wealth Advisors reported no remaining Presidio Property Trust Inc Series A Warrants position as of Q4 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,378 Presidio Property Trust Inc Series A Warrants shares in Q4 2022.
  • HHM Wealth Advisors first reported a position in Presidio Property Trust Inc Series A Warrants in Q1 2022 and held it in 3 quarters.
  • HHM Wealth Advisors's Presidio Property Trust Inc Series A Warrants position peaked at $0 in Q3 2022.
  • 25 funds tracked by Wall St. Rank held Presidio Property Trust Inc Series A Warrants as of Q4 2022.

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