PWMG
PSTL

Provence Wealth Management Group’s Postal Realty Trust PSTL Stock Holding History

Provence Wealth Management Group’s Portfolio PSTL Stock Details PSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		$14.6K Hold
1,000
– – 0.01% 288
2023
Q3 		$13.5K Buy
+1,000
New +$14.5K 0.01% 284

Other funds holding PSTL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Provence Wealth Management Group's PSTL Position: Q4 2023 in Review

Provence Wealth Management Group held its Postal Realty Trust (PSTL) position steady in Q4 2023 at 1,000 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #288.

Provence Wealth Management Group first reported a position in PSTL in Q3 2023 and has held it in 2 quarters since. 117 funds tracked by Wall St. Rank hold PSTL as of Q4 2023.

  • Provence Wealth Management Group held 1,000 shares of Postal Realty Trust worth $14.6K as of Q4 2023.
  • Provence Wealth Management Group left its Postal Realty Trust share count unchanged in Q4 2023.
  • Postal Realty Trust made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #288 holding.
  • Provence Wealth Management Group first reported a position in Postal Realty Trust in Q3 2023 and has held it in 2 quarters since.
  • 117 funds tracked by Wall St. Rank held Postal Realty Trust as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.