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Opal Wealth Advisors’s Alexandria Real Estate Equities ARE Stock Holding History

Opal Wealth Advisors’s Portfolio ARE Stock Details ARE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7
Closed -$819 – 254
2024
Q2 		$819 Buy
+7
New +$834 ﹤0.01% 1102

Other funds holding ARE

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Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Opal Wealth Advisors's ARE Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q3 2024, closing a stake of 7 shares — an estimated $819 sold.

Opal Wealth Advisors first reported a position in ARE in Q2 2024 and held it in 1 quarter. The position peaked at $819 in Q2 2024. 651 funds tracked by Wall St. Rank hold ARE as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 7 Alexandria Real Estate Equities shares in Q3 2024, an estimated $819.
  • Opal Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Alexandria Real Estate Equities position peaked at $819 in Q2 2024.
  • 651 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.