Tradition Wealth Management’s Armour Residential REIT ARR Stock Holding History

Tradition Wealth Management’s Portfolio ARR Stock Details ARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-235	Closed	-$5K	–	442
2023 Q4	$5K	Buy	235 +35	+18%	+$618	﹤0.01%	1141
2023 Q3	$4K	Hold	200	–	–	﹤0.01%	1214
2023 Q2	$5K	Hold	200	–	–	﹤0.01%	1190
2023 Q1	$5K	Hold	200	–	–	﹤0.01%	1135
2022 Q4	$6K	Hold	200	–	–	﹤0.01%	999
2022 Q3	$5K	Hold	200	–	–	﹤0.01%	1059
2022 Q2	$7K	Hold	200	–	–	﹤0.01%	889
2022 Q1	$8K	Sell	200 -541	-73%	-$24.1K	﹤0.01%	934
2021 Q4	$36K	Buy	741 +28	+4%	+$1.45K	﹤0.01%	606
2021 Q3	$38K	Buy	713 +13	+2%	+$701	0.01%	576
2021 Q2	$40K	Buy	700 +18	+3%	+$1.08K	0.01%	587
2021 Q1	$42K	Buy	682 +16	+2%	+$939	0.01%	468
2020 Q4	$36K	Buy	+666	New	+$34.3K	0.01%	471

Other funds holding ARR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Tradition Wealth Management's ARR Position: Q1 2024 in Review

Tradition Wealth Management sold out of Armour Residential REIT (ARR) in Q1 2024, closing a stake of 235 shares — an estimated $5K sold.

Tradition Wealth Management first reported a position in ARR in Q4 2020 and held it in 13 quarters. The position peaked at $42K in Q1 2021. 153 funds tracked by Wall St. Rank hold ARR as of Q1 2024.

Tradition Wealth Management reported no remaining Armour Residential REIT position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 235 Armour Residential REIT shares in Q1 2024, an estimated $5K.
Tradition Wealth Management first reported a position in Armour Residential REIT in Q4 2020 and held it in 13 quarters.
Tradition Wealth Management's Armour Residential REIT position peaked at $42K in Q1 2021.
153 funds tracked by Wall St. Rank held Armour Residential REIT as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.