OWA
PLYM

Opal Wealth Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-626
Closed -$13.4K – 914
2024
Q2 		$13.4K Buy
+626
New +$13.1K ﹤0.01% 601

Other funds holding PLYM

Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

Opal Wealth Advisors sold out of Plymouth Industrial REIT (PLYM) in Q3 2024, closing a stake of 626 shares — an estimated $13.4K sold.

Opal Wealth Advisors first reported a position in PLYM in Q2 2024 and held it in 1 quarter. The position peaked at $13.4K in Q2 2024. 192 funds tracked by Wall St. Rank hold PLYM as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Plymouth Industrial REIT position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 626 Plymouth Industrial REIT shares in Q3 2024, an estimated $13.4K.
  • Opal Wealth Advisors first reported a position in Plymouth Industrial REIT in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Plymouth Industrial REIT position peaked at $13.4K in Q2 2024.
  • 192 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q3 2024.

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