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Peak Financial Advisors’s SL Green Realty SLG Stock Holding History

Peak Financial Advisors’s Portfolio SLG Stock Details SLG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,817
Closed -$356K – 104
2021
Q4 		$356K Buy
+4,817
New +$355K 0.27% 58

Other funds holding SLG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Peak Financial Advisors's SLG Position: Q1 2022 in Review

Peak Financial Advisors sold out of SL Green Realty (SLG) in Q1 2022, closing a stake of 4,817 shares — an estimated $356K sold.

Peak Financial Advisors first reported a position in SLG in Q4 2021 and held it in 1 quarter. The position peaked at $356K in Q4 2021. 321 funds tracked by Wall St. Rank hold SLG as of Q1 2022.

  • Peak Financial Advisors reported no remaining SL Green Realty position as of Q1 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 4,817 SL Green Realty shares in Q1 2022, an estimated $356K.
  • Peak Financial Advisors first reported a position in SL Green Realty in Q4 2021 and held it in 1 quarter.
  • Peak Financial Advisors's SL Green Realty position peaked at $356K in Q4 2021.
  • 321 funds tracked by Wall St. Rank held SL Green Realty as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.