MLA
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My Legacy Advisors’s Mid-America Apartment Communities MAA Stock Holding History

My Legacy Advisors’s Portfolio MAA Stock Details MAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,032
Closed -$266K – 210
2023
Q3 		$266K Sell
2,032
-202
-9% -$29.2K 0.11% 181
2023
Q2 		$348K Sell
2,234
-80
-3% -$12K 0.14% 171
2023
Q1 		$347K Buy
2,314
+111
+5% +$17.6K 0.15% 173
2022
Q4 		$381K Sell
2,203
-841
-28% -$131K 0.16% 169
2022
Q3 		$433K Sell
3,044
-94
-3% -$16.2K 0.22% 158
2022
Q2 		$531K Sell
3,138
-875
-22% -$163K 0.27% 137
2022
Q1 		$841K Buy
+4,013
New +$841K 0.39% 82

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

My Legacy Advisors's MAA Position: Q4 2023 in Review

My Legacy Advisors sold out of Mid-America Apartment Communities (MAA) in Q4 2023, closing a stake of 2,032 shares — an estimated $266K sold.

My Legacy Advisors first reported a position in MAA in Q1 2022 and held it in 7 quarters. The position peaked at $841K in Q1 2022. 667 funds tracked by Wall St. Rank hold MAA as of Q4 2023.

  • My Legacy Advisors reported no remaining Mid-America Apartment Communities position as of Q4 2023 after selling out during the quarter.
  • My Legacy Advisors sold 2,032 Mid-America Apartment Communities shares in Q4 2023, an estimated $266K.
  • My Legacy Advisors first reported a position in Mid-America Apartment Communities in Q1 2022 and held it in 7 quarters.
  • My Legacy Advisors's Mid-America Apartment Communities position peaked at $841K in Q1 2022.
  • 667 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q4 2023.

Based on My Legacy Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.