JFS Wealth Advisors’s Pennsylvania Real Estate Investment Trust PEI Stock Holding History

JFS Wealth Advisors’s Portfolio PEI Stock Details PEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-91	Closed	–	–	2001
2022 Q2	$0	Hold	91	–	–	﹤0.01%	2017
2022 Q1	$1K	Hold	91	–	–	﹤0.01%	1797
2021 Q4	$1K	Hold	91	–	–	﹤0.01%	1683
2021 Q3	$3K	Hold	91	–	–	﹤0.01%	767
2021 Q2	$3K	Hold	91	–	–	﹤0.01%	542
2021 Q1	$3K	Hold	91	–	–	﹤0.01%	534
2020 Q4	$1K	Hold	91	–	–	﹤0.01%	568
2020 Q3	$1K	Hold	91	–	–	﹤0.01%	552
2020 Q2	$2K	Hold	91	–	–	﹤0.01%	503
2020 Q1	$1K	Hold	91	–	–	﹤0.01%	496
2019 Q4	$7K	Hold	91	–	–	﹤0.01%	393
2019 Q3	$8K	Hold	91	–	–	﹤0.01%	385
2019 Q2	$9K	Hold	91	–	–	﹤0.01%	379
2019 Q1	$9K	Hold	91	–	–	﹤0.01%	370
2018 Q4	$8K	Hold	91	–	–	﹤0.01%	370
2018 Q3	$13K	Hold	91	–	–	﹤0.01%	381
2018 Q2	$15K	Hold	91	–	–	﹤0.01%	338
2018 Q1	$13K	Hold	91	–	–	﹤0.01%	354
2017 Q4	$16K	Hold	91	–	–	﹤0.01%	348
2017 Q3	$14K	Hold	91	–	–	﹤0.01%	352
2017 Q2	$16K	Hold	91	–	–	﹤0.01%	319
2017 Q1	$26K	Hold	91	–	–	0.01%	282
2016 Q4	$26K	Hold	91	–	–	0.01%	282
2016 Q3	$32K	Hold	91	–	–	0.01%	278
2016 Q2	$29K	Hold	91	–	–	0.01%	294
2016 Q1	$30K	Hold	91	–	–	0.01%	283
2015 Q4	$30K	Buy	+91	New	+$29.3K	0.01%	293

Other funds holding PEI

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Veritable Wilmington, Delaware $6.46B AUM 17.32% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

JFS Wealth Advisors's PEI Position: Q3 2022 in Review

JFS Wealth Advisors sold out of Pennsylvania Real Estate Investment Trust (PEI) in Q3 2022, closing a stake of 91 shares.

JFS Wealth Advisors first reported a position in PEI in Q4 2015 and held it in 27 quarters. The position peaked at $32K in Q3 2016. 32 funds tracked by Wall St. Rank hold PEI as of Q3 2022.

JFS Wealth Advisors reported no remaining Pennsylvania Real Estate Investment Trust position as of Q3 2022 after selling out during the quarter.
JFS Wealth Advisors sold 91 Pennsylvania Real Estate Investment Trust shares in Q3 2022.
JFS Wealth Advisors first reported a position in Pennsylvania Real Estate Investment Trust in Q4 2015 and held it in 27 quarters.
JFS Wealth Advisors's Pennsylvania Real Estate Investment Trust position peaked at $32K in Q3 2016.
32 funds tracked by Wall St. Rank held Pennsylvania Real Estate Investment Trust as of Q3 2022.

Based on JFS Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.