IAA
PLYM

Independent Advisor Alliance’s Plymouth Industrial REIT PLYM Stock Holding History

Independent Advisor Alliance’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,750
Closed -$344K – 721
2021
Q4 		$344K Hold
10,750
– – 0.02% 486
2021
Q3 		$245K Sell
10,750
-250
-2% -$5.61K 0.01% 545
2021
Q2 		$220K Sell
11,000
-14,650
-57% -$277K 0.01% 568
2021
Q1 		$432K Hold
25,650
– – 0.03% 404
2020
Q4 		$385K Buy
25,650
+2,000
+8% +$26.7K 0.03% 397
2020
Q3 		$292K Buy
23,650
+700
+3% +$9.14K 0.02% 390
2020
Q2 		$294K Buy
+22,950
New +$305K 0.03% 368

Other funds holding PLYM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
MIRH
Madison International Realty Holdings New York $54.9M AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Independent Advisor Alliance's PLYM Position: Q1 2022 in Review

Independent Advisor Alliance sold out of Plymouth Industrial REIT (PLYM) in Q1 2022, closing a stake of 10,750 shares — an estimated $344K sold.

Independent Advisor Alliance first reported a position in PLYM in Q2 2020 and held it in 7 quarters. The position peaked at $432K in Q1 2021. 163 funds tracked by Wall St. Rank hold PLYM as of Q1 2022.

  • Independent Advisor Alliance reported no remaining Plymouth Industrial REIT position as of Q1 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,750 Plymouth Industrial REIT shares in Q1 2022, an estimated $344K.
  • Independent Advisor Alliance first reported a position in Plymouth Industrial REIT in Q2 2020 and held it in 7 quarters.
  • Independent Advisor Alliance's Plymouth Industrial REIT position peaked at $432K in Q1 2021.
  • 163 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q1 2022.

Based on Independent Advisor Alliance's 13F filing for Q1 2022, filed 6 May 2022.