MFT
BFS

Moisand Fitzgerald Tamayo’s Saul Centers BFS Stock Holding History

Moisand Fitzgerald Tamayo’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-52
Closed -$1.83K – 668
2023
Q3 		$1.83K Hold
52
– – ﹤0.01% 576
2023
Q2 		$1.92K Hold
52
– – ﹤0.01% 553
2023
Q1 		$2.03K Hold
52
– – ﹤0.01% 555
2022
Q4 		$2.12K Buy
52
+21
+68% +$851 ﹤0.01% 550
2022
Q3 		$1K Buy
+31
New +$1.43K ﹤0.01% 567

Other funds holding BFS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Moisand Fitzgerald Tamayo's BFS Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Saul Centers (BFS) in Q4 2023, closing a stake of 52 shares — an estimated $1.83K sold.

Moisand Fitzgerald Tamayo first reported a position in BFS in Q3 2022 and held it in 5 quarters. The position peaked at $2.12K in Q4 2022. 133 funds tracked by Wall St. Rank hold BFS as of Q4 2023.

  • Moisand Fitzgerald Tamayo reported no remaining Saul Centers position as of Q4 2023 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 52 Saul Centers shares in Q4 2023, an estimated $1.83K.
  • Moisand Fitzgerald Tamayo first reported a position in Saul Centers in Q3 2022 and held it in 5 quarters.
  • Moisand Fitzgerald Tamayo's Saul Centers position peaked at $2.12K in Q4 2022.
  • 133 funds tracked by Wall St. Rank held Saul Centers as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.