SWM
PW

SeaCrest Wealth Management’s Power REIT PW Stock Holding History

SeaCrest Wealth Management’s Portfolio PW Stock Details PW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-700
Closed -$317K – 711
2021
Q1 		$317K Buy
+700
New +$268K 0.04% 449

Other funds holding PW

AI
AdvisorShares Investments Bethesda, Maryland $549M AUM 32.58% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
ACA
Anchor Capital Advisors Boston, Massachusetts $3.51B AUM 16.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

SeaCrest Wealth Management's PW Position: Q2 2021 in Review

SeaCrest Wealth Management sold out of Power REIT (PW) in Q2 2021, closing a stake of 700 shares — an estimated $317K sold.

SeaCrest Wealth Management first reported a position in PW in Q1 2021 and held it in 1 quarter. The position peaked at $317K in Q1 2021. 23 funds tracked by Wall St. Rank hold PW as of Q2 2021.

  • SeaCrest Wealth Management reported no remaining Power REIT position as of Q2 2021 after selling out during the quarter.
  • SeaCrest Wealth Management sold 700 Power REIT shares in Q2 2021, an estimated $317K.
  • SeaCrest Wealth Management first reported a position in Power REIT in Q1 2021 and held it in 1 quarter.
  • SeaCrest Wealth Management's Power REIT position peaked at $317K in Q1 2021.
  • 23 funds tracked by Wall St. Rank held Power REIT as of Q2 2021.

Based on SeaCrest Wealth Management's 13F filing for Q2 2021, filed 12 Aug 2021.