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Kore Private Wealth’s Acadia Realty Trust AKR Stock Holding History

Kore Private Wealth’s Portfolio AKR Stock Details AKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,574
Closed -$67K – 1062
2019
Q4 		$67K Buy
+2,574
New +$70.5K 0.01% 445
2019
Q2 		– Sell
-2,574
Closed -$71K – 247
2019
Q1 		$71K Hold
2,574
– – 0.02% 327
2018
Q4 		$62K Buy
+2,574
New +$70.8K 0.02% 333

Other funds holding AKR

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kore Private Wealth's AKR Position: Q1 2020 in Review

Kore Private Wealth sold out of Acadia Realty Trust (AKR) in Q1 2020, closing a stake of 2,574 shares — an estimated $67K sold.

Kore Private Wealth first reported a position in AKR in Q4 2018 and held it in 3 quarters. The position peaked at $71K in Q1 2019. 181 funds tracked by Wall St. Rank hold AKR as of Q1 2020.

  • Kore Private Wealth reported no remaining Acadia Realty Trust position as of Q1 2020 after selling out during the quarter.
  • Kore Private Wealth sold 2,574 Acadia Realty Trust shares in Q1 2020, an estimated $67K.
  • Kore Private Wealth first reported a position in Acadia Realty Trust in Q4 2018 and held it in 3 quarters.
  • Kore Private Wealth's Acadia Realty Trust position peaked at $71K in Q1 2019.
  • 181 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2020.

Based on Kore Private Wealth's 13F filing for Q1 2020, filed 15 May 2020.