Ropes Wealth Advisors’s Apartment Income REIT Corp. AIRC Stock Holding History

Ropes Wealth Advisors’s Portfolio AIRC Stock Details AIRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-13,700	Closed	-$570K	–	279
2022 Q2	$570K	Hold	13,700	–	–	0.12%	151
2022 Q1	$732K	Buy	+13,700	New	+$722K	0.13%	154

Other funds holding AIRC

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ropes Wealth Advisors's AIRC Position: Q3 2022 in Review

Ropes Wealth Advisors sold out of Apartment Income REIT Corp. (AIRC) in Q3 2022, closing a stake of 13,700 shares — an estimated $570K sold.

Ropes Wealth Advisors first reported a position in AIRC in Q1 2022 and held it in 2 quarters. The position peaked at $732K in Q1 2022. 307 funds tracked by Wall St. Rank hold AIRC as of Q3 2022.

Ropes Wealth Advisors reported no remaining Apartment Income REIT Corp. position as of Q3 2022 after selling out during the quarter.
Ropes Wealth Advisors sold 13,700 Apartment Income REIT Corp. shares in Q3 2022, an estimated $570K.
Ropes Wealth Advisors first reported a position in Apartment Income REIT Corp. in Q1 2022 and held it in 2 quarters.
Ropes Wealth Advisors's Apartment Income REIT Corp. position peaked at $732K in Q1 2022.
307 funds tracked by Wall St. Rank held Apartment Income REIT Corp. as of Q3 2022.

Based on Ropes Wealth Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.