Patriot Financial Group Insurance Agency’s Seven Hills Realty Trust SEVN Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SEVN Stock Details SEVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-90	Closed	-$1K	–	1677
2022 Q2	$1K	Hold	90	–	–	﹤0.01%	1944
2022 Q1	$1K	Hold	90	–	–	﹤0.01%	1973
2021 Q4	$1K	Sell	90 -465	-84%	-$4.88K	﹤0.01%	2072
2021 Q3	$6K	Hold	555	–	–	﹤0.01%	1656
2021 Q2	$7K	Hold	555	–	–	﹤0.01%	1565
2021 Q1	$7K	Hold	555	–	–	﹤0.01%	1477
2020 Q4	$6K	Hold	555	–	–	﹤0.01%	1391
2020 Q3	$5K	Hold	555	–	–	﹤0.01%	1251
2020 Q2	$6K	Hold	555	–	–	﹤0.01%	1143
2020 Q1	$6K	Hold	555	–	–	﹤0.01%	1032
2019 Q4	$11K	Hold	555	–	–	﹤0.01%	826
2019 Q3	$11K	Hold	555	–	–	﹤0.01%	785
2019 Q2	$10K	Hold	555	–	–	﹤0.01%	813
2019 Q1	$10K	Hold	555	–	–	0.01%	709
2018 Q4	$8K	Buy	+555	New	+$9.41K	0.01%	663

Other funds holding SEVN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

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

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return

MIG

Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Seven Hills Realty Trust (SEVN) in Q3 2022, closing a stake of 90 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in SEVN in Q4 2018 and held it in 15 quarters. The position peaked at $11K in Q4 2019. 34 funds tracked by Wall St. Rank hold SEVN as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Seven Hills Realty Trust position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 90 Seven Hills Realty Trust shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Seven Hills Realty Trust in Q4 2018 and held it in 15 quarters.
Patriot Financial Group Insurance Agency's Seven Hills Realty Trust position peaked at $11K in Q4 2019.
34 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q3 2022.

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