LWAC
MDV

Laurel Wealth Advisors (California)’s Modiv Industrial MDV Stock Holding History

Laurel Wealth Advisors (California)’s Portfolio MDV Stock Details MDV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-13,252
Closed -$216K – 650
2022
Q2 		$216K Buy
+13,252
New +$213K 0.02% 613

Other funds holding MDV

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $27B AUM 24.49% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Laurel Wealth Advisors (California)'s MDV Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of Modiv Industrial (MDV) in Q3 2022, closing a stake of 13,252 shares — an estimated $216K sold.

Laurel Wealth Advisors (California) first reported a position in MDV in Q2 2022 and held it in 1 quarter. The position peaked at $216K in Q2 2022. 12 funds tracked by Wall St. Rank hold MDV as of Q3 2022.

  • Laurel Wealth Advisors (California) reported no remaining Modiv Industrial position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 13,252 Modiv Industrial shares in Q3 2022, an estimated $216K.
  • Laurel Wealth Advisors (California) first reported a position in Modiv Industrial in Q2 2022 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Modiv Industrial position peaked at $216K in Q2 2022.
  • 12 funds tracked by Wall St. Rank held Modiv Industrial as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.