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AHRT

Old Point Trust & Financial Services N A’s AH Realty Trust AHRT Stock Holding History

Old Point Trust & Financial Services N A’s Portfolio AHRT Stock Details AHRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-250
Closed -$2.6K – 362
2024
Q1 		$2.6K Buy
+250
New +$2.83K ﹤0.01% 412

Other funds holding AHRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Old Point Trust & Financial Services N A's AHRT Position: Q2 2024 in Review

Old Point Trust & Financial Services N A sold out of AH Realty Trust (AHRT) in Q2 2024, closing a stake of 250 shares — an estimated $2.6K sold.

Old Point Trust & Financial Services N A first reported a position in AHRT in Q1 2024 and held it in 1 quarter. The position peaked at $2.6K in Q1 2024. 201 funds tracked by Wall St. Rank hold AHRT as of Q2 2024.

  • Old Point Trust & Financial Services N A reported no remaining AH Realty Trust position as of Q2 2024 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 250 AH Realty Trust shares in Q2 2024, an estimated $2.6K.
  • Old Point Trust & Financial Services N A first reported a position in AH Realty Trust in Q1 2024 and held it in 1 quarter.
  • Old Point Trust & Financial Services N A's AH Realty Trust position peaked at $2.6K in Q1 2024.
  • 201 funds tracked by Wall St. Rank held AH Realty Trust as of Q2 2024.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2024, filed 13 Aug 2024.