NA
PW

Navellier & Associates’s Power REIT PW Stock Holding History

Navellier & Associates’s Portfolio PW Stock Details PW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-590
Closed -$232K – 321
2022
Q1 		$232K Sell
590
-15
-2% -$8.55K 0.04% 272
2021
Q4 		$417K Buy
605
+42
+7% +$23.7K 0.06% 230
2021
Q3 		$281K Buy
563
+28
+5% +$11.8K 0.04% 271
2021
Q2 		$215K Buy
+535
New +$229K 0.03% 278

Other funds holding PW

AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Navellier & Associates's PW Position: Q2 2022 in Review

Navellier & Associates sold out of Power REIT (PW) in Q2 2022, closing a stake of 590 shares — an estimated $232K sold.

Navellier & Associates first reported a position in PW in Q2 2021 and held it in 4 quarters. The position peaked at $417K in Q4 2021. 33 funds tracked by Wall St. Rank hold PW as of Q2 2022.

  • Navellier & Associates reported no remaining Power REIT position as of Q2 2022 after selling out during the quarter.
  • Navellier & Associates sold 590 Power REIT shares in Q2 2022, an estimated $232K.
  • Navellier & Associates first reported a position in Power REIT in Q2 2021 and held it in 4 quarters.
  • Navellier & Associates's Power REIT position peaked at $417K in Q4 2021.
  • 33 funds tracked by Wall St. Rank held Power REIT as of Q2 2022.

Based on Navellier & Associates's 13F filing for Q2 2022, filed 12 Aug 2022.