WFS
ELME

Widmann Financial Services’s Elme Communities ELME Stock Holding History

Widmann Financial Services’s Portfolio ELME Stock Details ELME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,000
Closed -$25K – 188
2021
Q4 		$25K Buy
+1,000
New +$25.6K 0.02% 234

Other funds holding ELME

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Widmann Financial Services's ELME Position: Q1 2022 in Review

Widmann Financial Services sold out of Elme Communities (ELME) in Q1 2022, closing a stake of 1,000 shares — an estimated $25K sold.

Widmann Financial Services first reported a position in ELME in Q4 2021 and held it in 1 quarter. The position peaked at $25K in Q4 2021. 214 funds tracked by Wall St. Rank hold ELME as of Q1 2022.

  • Widmann Financial Services reported no remaining Elme Communities position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 1,000 Elme Communities shares in Q1 2022, an estimated $25K.
  • Widmann Financial Services first reported a position in Elme Communities in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Elme Communities position peaked at $25K in Q4 2021.
  • 214 funds tracked by Wall St. Rank held Elme Communities as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.