PCWA
GTY

Pacific Capital Wealth Advisors’s Getty Realty Corp GTY Stock Holding History

Pacific Capital Wealth Advisors’s Portfolio GTY Stock Details GTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-92
Closed -$2.52K – 606
2024
Q1 		$2.52K Buy
+92
New +$2.53K ﹤0.01% 416

Other funds holding GTY

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's GTY Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Getty Realty Corp (GTY) in Q2 2024, closing a stake of 92 shares — an estimated $2.52K sold.

Pacific Capital Wealth Advisors first reported a position in GTY in Q1 2024 and held it in 1 quarter. The position peaked at $2.52K in Q1 2024. 233 funds tracked by Wall St. Rank hold GTY as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Getty Realty Corp position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 92 Getty Realty Corp shares in Q2 2024, an estimated $2.52K.
  • Pacific Capital Wealth Advisors first reported a position in Getty Realty Corp in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Getty Realty Corp position peaked at $2.52K in Q1 2024.
  • 233 funds tracked by Wall St. Rank held Getty Realty Corp as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.