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M Holdings Securities’s Presidio Property Trust SQFT Stock Holding History

M Holdings Securities’s Portfolio SQFT Stock Details SQFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,075
Closed -$7K – 272
2024
Q2 		$7K Buy
+1,075
New +$9.4K ﹤0.01% 309

Other funds holding SQFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

M Holdings Securities's SQFT Position: Q3 2024 in Review

M Holdings Securities sold out of Presidio Property Trust (SQFT) in Q3 2024, closing a stake of 1,075 shares — an estimated $7K sold.

M Holdings Securities first reported a position in SQFT in Q2 2024 and held it in 1 quarter. The position peaked at $7K in Q2 2024. 25 funds tracked by Wall St. Rank hold SQFT as of Q3 2024.

  • M Holdings Securities reported no remaining Presidio Property Trust position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 1,075 Presidio Property Trust shares in Q3 2024, an estimated $7K.
  • M Holdings Securities first reported a position in Presidio Property Trust in Q2 2024 and held it in 1 quarter.
  • M Holdings Securities's Presidio Property Trust position peaked at $7K in Q2 2024.
  • 25 funds tracked by Wall St. Rank held Presidio Property Trust as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.