PFGIA
DEA

Patriot Financial Group Insurance Agency’s Easterly Government Properties DEA Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio DEA Stock Details DEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,936
Closed -$92K – 756
2022
Q2 		$92K Sell
1,936
-173
-8% -$8.43K 0.02% 570
2022
Q1 		$111K Buy
2,109
+19
+0.9% +$1.01K 0.02% 558
2021
Q4 		$120K Buy
2,090
+19
+0.9% +$1.03K 0.02% 592
2021
Q3 		$107K Buy
2,071
+418
+25% +$22.6K 0.02% 629
2021
Q2 		$87K Buy
1,653
+15
+0.9% +$793 0.02% 678
2021
Q1 		$85K Buy
1,638
+456
+39% +$25.1K 0.02% 604
2020
Q4 		$67K Sell
1,182
-39
-3% -$2.14K 0.02% 599
2020
Q3 		$68K Buy
1,221
+9
+0.7% +$532 0.02% 472
2020
Q2 		$70K Buy
1,212
+10
+0.8% +$635 0.03% 435
2020
Q1 		$74K Buy
1,202
+10
+0.8% +$598 0.03% 371
2019
Q4 		$71K Buy
1,192
+9
+0.8% +$508 0.03% 409
2019
Q3 		$63K Buy
1,183
+11
+0.9% +$546 0.03% 401
2019
Q2 		$53K Buy
1,172
+12
+1% +$547 0.02% 424
2019
Q1 		$52K Buy
1,160
+12
+1% +$527 0.03% 375
2018
Q4 		$45K Buy
1,148
+12
+1% +$534 0.03% 341
2018
Q3 		$55K Buy
1,136
+332
+41% +$16.4K 0.03% 286
2018
Q2 		$40K Buy
+804
New +$40.5K 0.04% 204

Other funds holding DEA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DEA Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Easterly Government Properties (DEA) in Q3 2022, closing a stake of 1,936 shares — an estimated $92K sold.

Patriot Financial Group Insurance Agency first reported a position in DEA in Q2 2018 and held it in 17 quarters. The position peaked at $120K in Q4 2021. 252 funds tracked by Wall St. Rank hold DEA as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Easterly Government Properties position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,936 Easterly Government Properties shares in Q3 2022, an estimated $92K.
  • Patriot Financial Group Insurance Agency first reported a position in Easterly Government Properties in Q2 2018 and held it in 17 quarters.
  • Patriot Financial Group Insurance Agency's Easterly Government Properties position peaked at $120K in Q4 2021.
  • 252 funds tracked by Wall St. Rank held Easterly Government Properties as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.