WFS
SEVN

Widmann Financial Services’s Seven Hills Realty Trust SEVN Stock Holding History

Widmann Financial Services’s Portfolio SEVN Stock Details SEVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,134
Closed -$63K – 386
2021
Q4 		$63K Buy
+6,134
New +$64.3K 0.05% 157

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BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Widmann Financial Services sold out of Seven Hills Realty Trust (SEVN) in Q1 2022, closing a stake of 6,134 shares — an estimated $63K sold.

Widmann Financial Services first reported a position in SEVN in Q4 2021 and held it in 1 quarter. The position peaked at $63K in Q4 2021. 25 funds tracked by Wall St. Rank hold SEVN as of Q1 2022.

  • Widmann Financial Services reported no remaining Seven Hills Realty Trust position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 6,134 Seven Hills Realty Trust shares in Q1 2022, an estimated $63K.
  • Widmann Financial Services first reported a position in Seven Hills Realty Trust in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Seven Hills Realty Trust position peaked at $63K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q1 2022.

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