Ropes Wealth Advisors’s Mid-America Apartment Communities MAA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,540	Closed	-$234K	–	267
2023 Q2	$234K	Buy	+1,540	New	+$231K	0.04%	257
2021 Q1	–	Sell	-4	Closed	-$1K	–	559
2020 Q4	$1K	Buy	+4	New	+$494	﹤0.01%	735

Other funds holding MAA

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

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

Cohen & Steers New York $57.6B AUM 8.03% 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

Norges Bank Oslo, Norway $935B AUM

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

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

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

Ropes Wealth Advisors's MAA Position: Q3 2023 in Review

Ropes Wealth Advisors sold out of Mid-America Apartment Communities (MAA) in Q3 2023, closing a stake of 1,540 shares — an estimated $234K sold.

Ropes Wealth Advisors first reported a position in MAA in Q4 2020 and held it in 2 quarters. The position peaked at $234K in Q2 2023. 631 funds tracked by Wall St. Rank hold MAA as of Q3 2023.

Ropes Wealth Advisors reported no remaining Mid-America Apartment Communities position as of Q3 2023 after selling out during the quarter.
Ropes Wealth Advisors sold 1,540 Mid-America Apartment Communities shares in Q3 2023, an estimated $234K.
Ropes Wealth Advisors first reported a position in Mid-America Apartment Communities in Q4 2020 and held it in 2 quarters.
Ropes Wealth Advisors's Mid-America Apartment Communities position peaked at $234K in Q2 2023.
631 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2023.

Based on Ropes Wealth Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.