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PSI Advisors’s Presidio Property Trust SQFT Stock Holding History

PSI Advisors’s Portfolio SQFT Stock Details SQFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-32
Closed -$251 – 893
2023
Q3 		$251 Hold
32
– – ﹤0.01% 801
2023
Q2 		$285 Hold
32
– – ﹤0.01% 786
2023
Q1 		$325 Hold
32
– – ﹤0.01% 734
2022
Q4 		$299 Hold
32
– – ﹤0.01% 725
2022
Q3 		$0 Hold
32
– – ﹤0.01% 834
2022
Q2 		$1K Hold
32
– – ﹤0.01% 739
2022
Q1 		$1K Hold
32
– – ﹤0.01% 693
2021
Q4 		$1K Hold
32
– – ﹤0.01% 736
2021
Q3 		$1K Buy
+32
New +$1.27K ﹤0.01% 710

Other funds holding SQFT

AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RWMG
Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PSI Advisors's SQFT Position: Q4 2023 in Review

PSI Advisors sold out of Presidio Property Trust (SQFT) in Q4 2023, closing a stake of 32 shares — an estimated $251 sold.

PSI Advisors first reported a position in SQFT in Q3 2021 and held it in 9 quarters. The position peaked at $1K in Q2 2022. 31 funds tracked by Wall St. Rank hold SQFT as of Q4 2023.

  • PSI Advisors reported no remaining Presidio Property Trust position as of Q4 2023 after selling out during the quarter.
  • PSI Advisors sold 32 Presidio Property Trust shares in Q4 2023, an estimated $251.
  • PSI Advisors first reported a position in Presidio Property Trust in Q3 2021 and held it in 9 quarters.
  • PSI Advisors's Presidio Property Trust position peaked at $1K in Q2 2022.
  • 31 funds tracked by Wall St. Rank held Presidio Property Trust as of Q4 2023.

Based on PSI Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.