PFGIA
GAIA icon

Patriot Financial Group Insurance Agency’s Gaia GAIA Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio GAIA Stock Details GAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-500
Closed -$4K – 1729
2020
Q2 		$4K Sell
500
-1,000
-67% -$8.69K ﹤0.01% 1230
2020
Q1 		$13K Buy
1,500
+500
+50% +$4.07K 0.01% 778
2019
Q4 		$8K Hold
1,000
– – ﹤0.01% 881
2019
Q3 		$7K Hold
1,000
– – ﹤0.01% 866
2019
Q2 		$8K Buy
1,000
+500
+100% +$4.2K ﹤0.01% 852
2019
Q1 		$5K Hold
500
– – ﹤0.01% 845
2018
Q4 		$5K Hold
500
– – ﹤0.01% 730
2018
Q3 		$8K Hold
500
– – ﹤0.01% 664
2018
Q2 		$10K Buy
+500
New +$8.82K 0.01% 393

Other funds holding GAIA

MCPPUI
MIC Capital Partners (Public) (US) IM Al Maryah Island Abu Dhabi, United Arab Emirates $544M AUM 40.58% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SST
S Squared Technology New York $264M AUM 73.25% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return

Patriot Financial Group Insurance Agency's GAIA Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of Gaia (GAIA) in Q3 2020, closing a stake of 500 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in GAIA in Q2 2018 and held it in 9 quarters. The position peaked at $13K in Q1 2020. 67 funds tracked by Wall St. Rank hold GAIA as of Q3 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Gaia position as of Q3 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 500 Gaia shares in Q3 2020, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in Gaia in Q2 2018 and held it in 9 quarters.
  • Patriot Financial Group Insurance Agency's Gaia position peaked at $13K in Q1 2020.
  • 67 funds tracked by Wall St. Rank held Gaia as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.