HighMark Wealth Management’s Appreciate Holdings, Inc. Class A Common Stock SFR Stock Holding History

HighMark Wealth Management’s Portfolio SFR Stock Details SFR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-742	Closed	-$120	–	608
2023 Q3	$120	Hold	742	–	–	﹤0.01%	554
2023 Q2	$267	Buy	+742	New	+$360	﹤0.01%	537

Other funds holding SFR

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

HighMark Wealth Management's SFR Position: Q4 2023 in Review

HighMark Wealth Management sold out of Appreciate Holdings, Inc. Class A Common Stock (SFR) in Q4 2023, closing a stake of 742 shares — an estimated $120 sold.

HighMark Wealth Management first reported a position in SFR in Q2 2023 and held it in 2 quarters. The position peaked at $267 in Q2 2023. 2 funds tracked by Wall St. Rank hold SFR as of Q4 2023.

HighMark Wealth Management reported no remaining Appreciate Holdings, Inc. Class A Common Stock position as of Q4 2023 after selling out during the quarter.
HighMark Wealth Management sold 742 Appreciate Holdings, Inc. Class A Common Stock shares in Q4 2023, an estimated $120.
HighMark Wealth Management first reported a position in Appreciate Holdings, Inc. Class A Common Stock in Q2 2023 and held it in 2 quarters.
HighMark Wealth Management's Appreciate Holdings, Inc. Class A Common Stock position peaked at $267 in Q2 2023.
2 funds tracked by Wall St. Rank held Appreciate Holdings, Inc. Class A Common Stock as of Q4 2023.

Based on HighMark Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.