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Northwest Financial Advisors’s Elme Communities ELME Stock Holding History

Northwest Financial Advisors’s Portfolio ELME Stock Details ELME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-526
Closed -$7.68K – 204
2023
Q4 		$7.68K Buy
+526
New +$7.19K 0.01% 403

Other funds holding ELME

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northwest Financial Advisors's ELME Position: Q1 2024 in Review

Northwest Financial Advisors sold out of Elme Communities (ELME) in Q1 2024, closing a stake of 526 shares — an estimated $7.68K sold.

Northwest Financial Advisors first reported a position in ELME in Q4 2023 and held it in 1 quarter. The position peaked at $7.68K in Q4 2023. 225 funds tracked by Wall St. Rank hold ELME as of Q1 2024.

  • Northwest Financial Advisors reported no remaining Elme Communities position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 526 Elme Communities shares in Q1 2024, an estimated $7.68K.
  • Northwest Financial Advisors first reported a position in Elme Communities in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's Elme Communities position peaked at $7.68K in Q4 2023.
  • 225 funds tracked by Wall St. Rank held Elme Communities as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.