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Money Concepts Capital’s Presidio Property Trust Inc Series A Warrants SQFTW Stock Holding History

Money Concepts Capital’s Portfolio SQFTW Stock Details SQFTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,000
Closed -$55 – 2569
2022
Q4 		$55 Buy
+1,000
New +$83 ﹤0.01% 3188

Other funds holding SQFTW

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AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Money Concepts Capital's SQFTW Position: Q1 2023 in Review

Money Concepts Capital sold out of Presidio Property Trust Inc Series A Warrants (SQFTW) in Q1 2023, closing a stake of 1,000 shares — an estimated $55 sold.

Money Concepts Capital first reported a position in SQFTW in Q4 2022 and held it in 1 quarter. The position peaked at $55 in Q4 2022. 26 funds tracked by Wall St. Rank hold SQFTW as of Q1 2023.

  • Money Concepts Capital reported no remaining Presidio Property Trust Inc Series A Warrants position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,000 Presidio Property Trust Inc Series A Warrants shares in Q1 2023, an estimated $55.
  • Money Concepts Capital first reported a position in Presidio Property Trust Inc Series A Warrants in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Presidio Property Trust Inc Series A Warrants position peaked at $55 in Q4 2022.
  • 26 funds tracked by Wall St. Rank held Presidio Property Trust Inc Series A Warrants as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.