PIWA
ARR

Prevail Innovative Wealth Advisors’s Armour Residential REIT ARR Stock Holding History

Prevail Innovative Wealth Advisors’s Portfolio ARR Stock Details ARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,698
Closed -$57.3K – 139
2023
Q3 		$57.3K Hold
2,698
– – 0.03% 119
2023
Q2 		$71.9K Buy
+2,698
New +$68.8K 0.04% 106

Other funds holding ARR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Prevail Innovative Wealth Advisors's ARR Position: Q4 2023 in Review

Prevail Innovative Wealth Advisors sold out of Armour Residential REIT (ARR) in Q4 2023, closing a stake of 2,698 shares — an estimated $57.3K sold.

Prevail Innovative Wealth Advisors first reported a position in ARR in Q2 2023 and held it in 2 quarters. The position peaked at $71.9K in Q2 2023. 152 funds tracked by Wall St. Rank hold ARR as of Q4 2023.

  • Prevail Innovative Wealth Advisors reported no remaining Armour Residential REIT position as of Q4 2023 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 2,698 Armour Residential REIT shares in Q4 2023, an estimated $57.3K.
  • Prevail Innovative Wealth Advisors first reported a position in Armour Residential REIT in Q2 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Armour Residential REIT position peaked at $71.9K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Armour Residential REIT as of Q4 2023.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.