OWA
MAA icon

Opal Wealth Advisors’s Mid-America Apartment Communities MAA Stock Holding History

Opal Wealth Advisors’s Portfolio MAA Stock Details MAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-14
Closed -$2K – 767
2024
Q2 		$2K Buy
+14
New +$1.87K ﹤0.01% 967

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Opal Wealth Advisors sold out of Mid-America Apartment Communities (MAA) in Q3 2024, closing a stake of 14 shares — an estimated $2K sold.

Opal Wealth Advisors first reported a position in MAA in Q2 2024 and held it in 1 quarter. The position peaked at $2K in Q2 2024. 716 funds tracked by Wall St. Rank hold MAA as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Mid-America Apartment Communities position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 14 Mid-America Apartment Communities shares in Q3 2024, an estimated $2K.
  • Opal Wealth Advisors first reported a position in Mid-America Apartment Communities in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Mid-America Apartment Communities position peaked at $2K in Q2 2024.
  • 716 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2024.

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