RFG
PLYM

RFP Financial Group’s Plymouth Industrial REIT PLYM Stock Holding History

RFP Financial Group’s Portfolio PLYM Stock Details PLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-69
Closed -$1.45K – 972
2023
Q3 		$1.45K Hold
69
– – ﹤0.01% 715
2023
Q2 		$1.59K Hold
69
– – ﹤0.01% 741
2023
Q1 		$1.45K Hold
69
– – ﹤0.01% 567
2022
Q4 		$1.32K Buy
+69
New +$1.31K ﹤0.01% 734

Other funds holding PLYM

MIRH
Madison International Realty Holdings New York $54.9M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RFP Financial Group's PLYM Position: Q4 2023 in Review

RFP Financial Group sold out of Plymouth Industrial REIT (PLYM) in Q4 2023, closing a stake of 69 shares — an estimated $1.45K sold.

RFP Financial Group first reported a position in PLYM in Q4 2022 and held it in 4 quarters. The position peaked at $1.59K in Q2 2023. 173 funds tracked by Wall St. Rank hold PLYM as of Q4 2023.

  • RFP Financial Group reported no remaining Plymouth Industrial REIT position as of Q4 2023 after selling out during the quarter.
  • RFP Financial Group sold 69 Plymouth Industrial REIT shares in Q4 2023, an estimated $1.45K.
  • RFP Financial Group first reported a position in Plymouth Industrial REIT in Q4 2022 and held it in 4 quarters.
  • RFP Financial Group's Plymouth Industrial REIT position peaked at $1.59K in Q2 2023.
  • 173 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q4 2023.

Based on RFP Financial Group's 13F filing for Q4 2023, filed 13 Feb 2024.