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

Outlook 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
2022 Q1	–	Sell	-1,741	Closed	-$388K	–	197
2021 Q4	$388K	Buy	1,741 +51	+3%	+$10.6K	0.11%	153
2021 Q3	$323K	Buy	1,690 +33	+2%	+$6.57K	0.11%	173
2021 Q2	$302K	Buy	1,657 +111	+7%	+$19.9K	0.1%	179
2021 Q1	$254K	Buy	1,546 +37	+2%	+$6.17K	0.09%	177
2020 Q4	$269K	Buy	1,509 +41	+3%	+$6.78K	0.1%	162
2020 Q3	$235K	Buy	1,468 +85	+6%	+$14.2K	0.09%	154
2020 Q2	$224K	Buy	+1,383	New	+$211K	0.1%	153

Other funds holding ARE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Outlook Wealth Advisors's ARE Position: Q1 2022 in Review

Outlook Wealth Advisors sold out of Alexandria Real Estate Equities (ARE) in Q1 2022, closing a stake of 1,741 shares — an estimated $388K sold.

Outlook Wealth Advisors first reported a position in ARE in Q2 2020 and held it in 7 quarters. The position peaked at $388K in Q4 2021. 635 funds tracked by Wall St. Rank hold ARE as of Q1 2022.

Outlook Wealth Advisors reported no remaining Alexandria Real Estate Equities position as of Q1 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 1,741 Alexandria Real Estate Equities shares in Q1 2022, an estimated $388K.
Outlook Wealth Advisors first reported a position in Alexandria Real Estate Equities in Q2 2020 and held it in 7 quarters.
Outlook Wealth Advisors's Alexandria Real Estate Equities position peaked at $388K in Q4 2021.
635 funds tracked by Wall St. Rank held Alexandria Real Estate Equities as of Q1 2022.

Based on Outlook Wealth Advisors's 13F filing for Q1 2022, filed 13 May 2022.