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Kore Private Wealth’s Alexandria Real Estate Equities ARE Stock Holding History

Kore Private Wealth’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-60
Closed -$9K – 321
2020
Q2 		$9K Buy
60
+36
+150% +$5.5K ﹤0.01% 798
2020
Q1 		$3K Buy
+24
New +$3.76K ﹤0.01% 869

Other funds holding ARE

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kore Private Wealth's ARE Position: Q3 2020 in Review

Kore Private Wealth sold out of Alexandria Real Estate Equities (ARE) in Q3 2020, closing a stake of 60 shares — an estimated $9K sold.

Kore Private Wealth first reported a position in ARE in Q1 2020 and held it in 2 quarters. The position peaked at $9K in Q2 2020. 546 funds tracked by Wall St. Rank hold ARE as of Q3 2020.

  • Kore Private Wealth reported no remaining Alexandria Real Estate Equities position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 60 Alexandria Real Estate Equities shares in Q3 2020, an estimated $9K.
  • Kore Private Wealth first reported a position in Alexandria Real Estate Equities in Q1 2020 and held it in 2 quarters.
  • Kore Private Wealth's Alexandria Real Estate Equities position peaked at $9K in Q2 2020.
  • 546 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.