IGWM
GTY

ICA Group Wealth Management’s Getty Realty Corp GTY Stock Holding History

ICA Group Wealth Management’s Portfolio GTY Stock Details GTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$9.2K Hold
345
– – 0.01% 506
2024
Q1 		$9.44K Hold
345
– – ﹤0.01% 898
2023
Q4 		$10.1K Buy
+345
New +$9.77K ﹤0.01% 878

Other funds holding GTY

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ICA Group Wealth Management's GTY Position: Q2 2024 in Review

ICA Group Wealth Management held its Getty Realty Corp (GTY) position steady in Q2 2024 at 345 shares worth $9.2K. The position accounts for 0.01% of the portfolio, ranked #506.

ICA Group Wealth Management first reported a position in GTY in Q4 2023 and has held it in 3 quarters since. The position peaked at $10.1K in Q4 2023. 233 funds tracked by Wall St. Rank hold GTY as of Q2 2024.

  • ICA Group Wealth Management held 345 shares of Getty Realty Corp worth $9.2K as of Q2 2024.
  • ICA Group Wealth Management left its Getty Realty Corp share count unchanged in Q2 2024.
  • Getty Realty Corp made up 0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #506 holding.
  • ICA Group Wealth Management first reported a position in Getty Realty Corp in Q4 2023 and has held it in 3 quarters since.
  • ICA Group Wealth Management's Getty Realty Corp position peaked at $10.1K in Q4 2023.
  • 233 funds tracked by Wall St. Rank held Getty Realty Corp as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.