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Summit Wealth Group’s Mid-America Apartment Communities MAA Stock Holding History

Summit Wealth Group’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
2021
Q3 		– Sell
-104
Closed -$18K – 148
2021
Q2 		$18K Hold
104
– – 0.03% 80
2021
Q1 		$15K Buy
+104
New +$14.2K 0.02% 80

Other funds holding MAA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Wealth Group's MAA Position: Q3 2021 in Review

Summit Wealth Group sold out of Mid-America Apartment Communities (MAA) in Q3 2021, closing a stake of 104 shares — an estimated $18K sold.

Summit Wealth Group first reported a position in MAA in Q1 2021 and held it in 2 quarters. The position peaked at $18K in Q2 2021. 578 funds tracked by Wall St. Rank hold MAA as of Q3 2021.

  • Summit Wealth Group reported no remaining Mid-America Apartment Communities position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 104 Mid-America Apartment Communities shares in Q3 2021, an estimated $18K.
  • Summit Wealth Group first reported a position in Mid-America Apartment Communities in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's Mid-America Apartment Communities position peaked at $18K in Q2 2021.
  • 578 funds tracked by Wall St. Rank held Mid-America Apartment Communities as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.