Planned Solutions’s City Office REIT CIO Stock Holding History

Planned Solutions’s Portfolio CIO Stock Details CIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-400	Closed	-$4K	–	120
2020 Q4	$4K	Buy	+400	New	+$3.29K	﹤0.01%	398

Other funds holding CIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Planned Solutions's CIO Position: Q1 2021 in Review

Planned Solutions sold out of City Office REIT (CIO) in Q1 2021, closing a stake of 400 shares — an estimated $4K sold.

Planned Solutions first reported a position in CIO in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 135 funds tracked by Wall St. Rank hold CIO as of Q1 2021.

Planned Solutions reported no remaining City Office REIT position as of Q1 2021 after selling out during the quarter.
Planned Solutions sold 400 City Office REIT shares in Q1 2021, an estimated $4K.
Planned Solutions first reported a position in City Office REIT in Q4 2020 and held it in 1 quarter.
Planned Solutions's City Office REIT position peaked at $4K in Q4 2020.
135 funds tracked by Wall St. Rank held City Office REIT as of Q1 2021.

Based on Planned Solutions's 13F filing for Q1 2021, filed 29 Apr 2021.