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PLYM

NewEdge Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

NewEdge Advisors’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
Q2 		– Sell
-155
Closed -$3.26K – 3600
2023
Q1 		$3.26K Sell
155
-22
-12% -$464 ﹤0.01% 2906
2022
Q4 		$425 Buy
+177
New +$3.35K ﹤0.01% 3194

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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

NewEdge Advisors's PLYM Position: Q2 2023 in Review

NewEdge Advisors sold out of Plymouth Industrial REIT (PLYM) in Q2 2023, closing a stake of 155 shares — an estimated $3.26K sold.

NewEdge Advisors first reported a position in PLYM in Q4 2022 and held it in 2 quarters. The position peaked at $3.26K in Q1 2023. 157 funds tracked by Wall St. Rank hold PLYM as of Q2 2023.

  • NewEdge Advisors reported no remaining Plymouth Industrial REIT position as of Q2 2023 after selling out during the quarter.
  • NewEdge Advisors sold 155 Plymouth Industrial REIT shares in Q2 2023, an estimated $3.26K.
  • NewEdge Advisors first reported a position in Plymouth Industrial REIT in Q4 2022 and held it in 2 quarters.
  • NewEdge Advisors's Plymouth Industrial REIT position peaked at $3.26K in Q1 2023.
  • 157 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q2 2023.

Based on NewEdge Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.