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Legacy Capital Wealth Partners’s Mid-America Apartment Communities MAA Stock Holding History

Legacy Capital Wealth Partners’s Portfolio MAA Stock Details MAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-27,663
Closed -$4.15M – 344
2024
Q1 		$4.15M Buy
+27,663
New +$3.6M 2.95% 6

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legacy Capital Wealth Partners's MAA Position: Q2 2024 in Review

Legacy Capital Wealth Partners sold out of Mid-America Apartment Communities (MAA) in Q2 2024, closing a stake of 27,663 shares — an estimated $4.15M sold.

Legacy Capital Wealth Partners first reported a position in MAA in Q1 2024 and held it in 1 quarter. The position peaked at $4.15M in Q1 2024. 681 funds tracked by Wall St. Rank hold MAA as of Q2 2024.

  • Legacy Capital Wealth Partners reported no remaining Mid-America Apartment Communities position as of Q2 2024 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 27,663 Mid-America Apartment Communities shares in Q2 2024, an estimated $4.15M.
  • Legacy Capital Wealth Partners first reported a position in Mid-America Apartment Communities in Q1 2024 and held it in 1 quarter.
  • Legacy Capital Wealth Partners's Mid-America Apartment Communities position peaked at $4.15M in Q1 2024.
  • 681 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q2 2024.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2024, filed 2 Aug 2024.