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Midwest Wealth Management’s Presidio Property Trust SQFT Stock Holding History

Midwest Wealth Management’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
2022
Q1 		$50K Sell
1,353
-139
-9% -$5.23K 0.03% 100
2021
Q4 		$58K Sell
1,492
-2,411
-62% -$92.2K 0.04% 92
2021
Q3 		$147K Sell
3,903
-1,368
-26% -$54.4K 0.1% 96
2021
Q2 		$207K Buy
+5,271
New +$192K 0.15% 93

Other funds holding SQFT

AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Midwest Wealth Management's SQFT Position: Q1 2022 in Review

Midwest Wealth Management reduced its Presidio Property Trust (SQFT) stake by 9.3% in Q1 2022, selling an estimated $5.23K and leaving 1,353 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #100.

Midwest Wealth Management first reported a position in SQFT in Q2 2021 and has held it in 4 quarters since. The position peaked at $207K in Q2 2021. 41 funds tracked by Wall St. Rank hold SQFT as of Q1 2022.

  • Midwest Wealth Management held 1,353 shares of Presidio Property Trust worth $50K as of Q1 2022.
  • Midwest Wealth Management sold 139 Presidio Property Trust shares in Q1 2022, an estimated $5.23K.
  • Presidio Property Trust made up 0.03% of Midwest Wealth Management's portfolio in Q1 2022, its #100 holding.
  • Midwest Wealth Management first reported a position in Presidio Property Trust in Q2 2021 and has held it in 4 quarters since.
  • Midwest Wealth Management's Presidio Property Trust position peaked at $207K in Q2 2021.
  • 41 funds tracked by Wall St. Rank held Presidio Property Trust as of Q1 2022.

Based on Midwest Wealth Management's 13F filing for Q1 2022, filed 25 May 2022.