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IAG Wealth Partners’s Alexandria Real Estate Equities ARE Stock Holding History

IAG Wealth Partners’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-95
Closed -$10.8K – 451
2023
Q2 		$10.8K Hold
95
– – ﹤0.01% 306
2023
Q1 		$11.9K Buy
+95
New +$14K ﹤0.01% 286
2022
Q2 		– Sell
-94
Closed -$19K – 435
2022
Q1 		$19K Hold
94
– – 0.01% 228
2021
Q4 		$21K Buy
+94
New +$19.5K 0.01% 219

Other funds holding ARE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

IAG Wealth Partners's ARE Position: Q3 2023 in Review

IAG Wealth Partners sold out of Alexandria Real Estate Equities (ARE) in Q3 2023, closing a stake of 95 shares — an estimated $10.8K sold.

IAG Wealth Partners first reported a position in ARE in Q4 2021 and held it in 4 quarters. The position peaked at $21K in Q4 2021. 568 funds tracked by Wall St. Rank hold ARE as of Q3 2023.

  • IAG Wealth Partners reported no remaining Alexandria Real Estate Equities position as of Q3 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 95 Alexandria Real Estate Equities shares in Q3 2023, an estimated $10.8K.
  • IAG Wealth Partners first reported a position in Alexandria Real Estate Equities in Q4 2021 and held it in 4 quarters.
  • IAG Wealth Partners's Alexandria Real Estate Equities position peaked at $21K in Q4 2021.
  • 568 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2023.

Based on IAG Wealth Partners's 13F filing for Q3 2023, filed 24 Oct 2023.