Sigma Planning Corp’s Presidio Property Trust SQFT Stock Holding History

Sigma Planning Corp’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
2022 Q4	–	Sell	-1,591	Closed	-$20K	–	1333
2022 Q3	$20K	Buy	1,591 +2	+0.1%	+$54	﹤0.01%	1243
2022 Q2	$51K	Sell	1,589 -264	-14%	-$8.88K	﹤0.01%	1248
2022 Q1	$69K	Sell	1,853 -123	-6%	-$4.62K	﹤0.01%	1325
2021 Q4	$77K	Sell	1,976 -759	-28%	-$29K	﹤0.01%	1339
2021 Q3	$103K	Buy	2,735 +242	+10%	+$9.62K	﹤0.01%	1313
2021 Q2	$98K	Sell	2,493 -530	-18%	-$19.3K	﹤0.01%	1363
2021 Q1	$111K	Buy	+3,023	New	+$114K	﹤0.01%	1278

Other funds holding SQFT

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RWMG

Redwood Wealth Management Group Medford, New Jersey $232M AUM 22.66% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sigma Planning Corp's SQFT Position: Q4 2022 in Review

Sigma Planning Corp sold out of Presidio Property Trust (SQFT) in Q4 2022, closing a stake of 1,591 shares — an estimated $20K sold.

Sigma Planning Corp first reported a position in SQFT in Q1 2021 and held it in 7 quarters. The position peaked at $111K in Q1 2021. 33 funds tracked by Wall St. Rank hold SQFT as of Q4 2022.

Sigma Planning Corp reported no remaining Presidio Property Trust position as of Q4 2022 after selling out during the quarter.
Sigma Planning Corp sold 1,591 Presidio Property Trust shares in Q4 2022, an estimated $20K.
Sigma Planning Corp first reported a position in Presidio Property Trust in Q1 2021 and held it in 7 quarters.
Sigma Planning Corp's Presidio Property Trust position peaked at $111K in Q1 2021.
33 funds tracked by Wall St. Rank held Presidio Property Trust as of Q4 2022.

Based on Sigma Planning Corp's 13F filing for Q4 2022, filed 24 Jan 2023.