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Sowell Financial Services’s Acadia Realty Trust AKR Stock Holding History

Sowell Financial Services’s Portfolio AKR Stock Details AKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-30
Closed – – 3091
2020
Q4 		$0 Hold
30
– – ﹤0.01% 2677
2020
Q3 		$0 Hold
30
– – ﹤0.01% 2502
2020
Q2 		$0 Sell
30
-42
-58% -$523 ﹤0.01% 2445
2020
Q1 		$1K Hold
72
– – ﹤0.01% 2174
2019
Q4 		$2K Hold
72
– – ﹤0.01% 2149
2019
Q3 		$2K Buy
+72
New +$2.01K ﹤0.01% 2027

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Fidelity Investments
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Goldman Sachs
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CIM
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Wellington Management Group
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ACM
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Legal & General Group
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Sowell Financial Services's AKR Position: Q1 2021 in Review

Sowell Financial Services sold out of Acadia Realty Trust (AKR) in Q1 2021, closing a stake of 30 shares.

Sowell Financial Services first reported a position in AKR in Q3 2019 and held it in 6 quarters. The position peaked at $2K in Q4 2019. 167 funds tracked by Wall St. Rank hold AKR as of Q1 2021.

  • Sowell Financial Services reported no remaining Acadia Realty Trust position as of Q1 2021 after selling out during the quarter.
  • Sowell Financial Services sold 30 Acadia Realty Trust shares in Q1 2021.
  • Sowell Financial Services first reported a position in Acadia Realty Trust in Q3 2019 and held it in 6 quarters.
  • Sowell Financial Services's Acadia Realty Trust position peaked at $2K in Q4 2019.
  • 167 funds tracked by Wall St. Rank held Acadia Realty Trust as of Q1 2021.

Based on Sowell Financial Services's 13F filing for Q1 2021, filed 7 May 2021.