MWM
PLYM

Moran Wealth Management’s Plymouth Industrial REIT PLYM Stock Holding History

Moran Wealth Management’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14,715
Closed -$339K – 410
2023
Q2 		$339K Buy
+14,715
New +$315K 0.01% 332

Other funds holding PLYM

MIRH
Madison International Realty Holdings New York $54.9M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Moran Wealth Management's PLYM Position: Q3 2023 in Review

Moran Wealth Management sold out of Plymouth Industrial REIT (PLYM) in Q3 2023, closing a stake of 14,715 shares — an estimated $339K sold.

Moran Wealth Management first reported a position in PLYM in Q2 2023 and held it in 1 quarter. The position peaked at $339K in Q2 2023. 163 funds tracked by Wall St. Rank hold PLYM as of Q3 2023.

  • Moran Wealth Management reported no remaining Plymouth Industrial REIT position as of Q3 2023 after selling out during the quarter.
  • Moran Wealth Management sold 14,715 Plymouth Industrial REIT shares in Q3 2023, an estimated $339K.
  • Moran Wealth Management first reported a position in Plymouth Industrial REIT in Q2 2023 and held it in 1 quarter.
  • Moran Wealth Management's Plymouth Industrial REIT position peaked at $339K in Q2 2023.
  • 163 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2023.

Based on Moran Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.