WP
SQFTW icon

WealthPLAN Partners’s Presidio Property Trust Inc Series A Warrants SQFTW Stock Holding History

WealthPLAN Partners’s Portfolio SQFTW Stock Details SQFTW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-22,367
Closed -$872 – 300
2024
Q2 		$872 Hold
22,367
– – ﹤0.01% 296
2024
Q1 		$1.54K Hold
22,367
– – ﹤0.01% 302
2023
Q4 		$1.34K Hold
22,367
– – ﹤0.01% 319
2023
Q3 		$760 Sell
22,367
-280
-1% -$10 ﹤0.01% 316
2023
Q2 		$992 Sell
22,647
-10,335
-31% -$382 ﹤0.01% 1139
2023
Q1 		$1.37K Hold
32,982
– – ﹤0.01% 1173
2022
Q4 		$2.15K Buy
+32,982
New +$2.74K ﹤0.01% 395
2022
Q1 		$12K Buy
+63,582
New +$13.9K ﹤0.01% 380

Other funds holding SQFTW

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WealthPLAN Partners's SQFTW Position: Q3 2024 in Review

WealthPLAN Partners sold out of Presidio Property Trust Inc Series A Warrants (SQFTW) in Q3 2024, closing a stake of 22,367 shares — an estimated $872 sold.

WealthPLAN Partners first reported a position in SQFTW in Q1 2022 and held it in 8 quarters. The position peaked at $12K in Q1 2022. 28 funds tracked by Wall St. Rank hold SQFTW as of Q3 2024.

  • WealthPLAN Partners reported no remaining Presidio Property Trust Inc Series A Warrants position as of Q3 2024 after selling out during the quarter.
  • WealthPLAN Partners sold 22,367 Presidio Property Trust Inc Series A Warrants shares in Q3 2024, an estimated $872.
  • WealthPLAN Partners first reported a position in Presidio Property Trust Inc Series A Warrants in Q1 2022 and held it in 8 quarters.
  • WealthPLAN Partners's Presidio Property Trust Inc Series A Warrants position peaked at $12K in Q1 2022.
  • 28 funds tracked by Wall St. Rank held Presidio Property Trust Inc Series A Warrants as of Q3 2024.

Based on WealthPLAN Partners's 13F filing for Q3 2024, filed 5 Nov 2024.