TCI Wealth Advisors’s Plymouth Industrial REIT PLYM Stock Holding History

TCI Wealth Advisors’s Portfolio PLYM Stock Details PLYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-86	Closed	-$1.81K	–	1677
2023 Q1	$1.81K	Hold	86	–	–	﹤0.01%	1990
2022 Q4	$1.65K	Hold	86	–	–	﹤0.01%	2016
2022 Q3	$1K	Hold	86	–	–	﹤0.01%	2137
2022 Q2	$2K	Hold	86	–	–	﹤0.01%	2028
2022 Q1	$2K	Buy	+86	New	+$2.37K	﹤0.01%	2016

Other funds holding PLYM

MIRH

Madison International Realty Holdings New York $54.9M AUM

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

TCI Wealth Advisors's PLYM Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Plymouth Industrial REIT (PLYM) in Q2 2023, closing a stake of 86 shares — an estimated $1.81K sold.

TCI Wealth Advisors first reported a position in PLYM in Q1 2022 and held it in 5 quarters. The position peaked at $2K in Q2 2022. 157 funds tracked by Wall St. Rank hold PLYM as of Q2 2023.

TCI Wealth Advisors reported no remaining Plymouth Industrial REIT position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 86 Plymouth Industrial REIT shares in Q2 2023, an estimated $1.81K.
TCI Wealth Advisors first reported a position in Plymouth Industrial REIT in Q1 2022 and held it in 5 quarters.
TCI Wealth Advisors's Plymouth Industrial REIT position peaked at $2K in Q2 2022.
157 funds tracked by Wall St. Rank held Plymouth Industrial REIT as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.