IFPG
DEA

Intrepid Financial Planning Group’s Easterly Government Properties DEA Stock Holding History

Intrepid Financial Planning Group’s Portfolio DEA Stock Details DEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,300
Closed -$248K – 123
2024
Q3 		$248K Sell
7,300
-160
-2% -$5.36K 0.11% 106
2024
Q2 		$231K Hold
7,460
– – 0.1% 108
2024
Q1 		$215K Hold
7,460
– – 0.09% 115
2023
Q4 		$251K Hold
7,460
– – 0.12% 103
2023
Q3 		$213K Buy
+7,460
New +$256K 0.11% 101

Other funds holding DEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
FG
Foresight Group London, United Kingdom $566M AUM 10.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Intrepid Financial Planning Group's DEA Position: Q4 2024 in Review

Intrepid Financial Planning Group sold out of Easterly Government Properties (DEA) in Q4 2024, closing a stake of 7,300 shares — an estimated $248K sold.

Intrepid Financial Planning Group first reported a position in DEA in Q3 2023 and held it in 5 quarters. The position peaked at $251K in Q4 2023. 273 funds tracked by Wall St. Rank hold DEA as of Q4 2024.

  • Intrepid Financial Planning Group reported no remaining Easterly Government Properties position as of Q4 2024 after selling out during the quarter.
  • Intrepid Financial Planning Group sold 7,300 Easterly Government Properties shares in Q4 2024, an estimated $248K.
  • Intrepid Financial Planning Group first reported a position in Easterly Government Properties in Q3 2023 and held it in 5 quarters.
  • Intrepid Financial Planning Group's Easterly Government Properties position peaked at $251K in Q4 2023.
  • 273 funds tracked by Wall St. Rank held Easterly Government Properties as of Q4 2024.

Based on Intrepid Financial Planning Group's 13F filing for Q4 2024, filed 10 Feb 2025.