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Accurate Wealth Management’s Astec Industries ASTE Stock Holding History

Accurate Wealth Management’s Portfolio ASTE Stock Details ASTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-45
Closed -$1.68K – 327
2022
Q4 		$1.68K Buy
+45
New +$1.82K ﹤0.01% 1244

Other funds holding ASTE

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accurate Wealth Management's ASTE Position: Q1 2023 in Review

Accurate Wealth Management sold out of Astec Industries (ASTE) in Q1 2023, closing a stake of 45 shares — an estimated $1.68K sold.

Accurate Wealth Management first reported a position in ASTE in Q4 2022 and held it in 1 quarter. The position peaked at $1.68K in Q4 2022. 157 funds tracked by Wall St. Rank hold ASTE as of Q1 2023.

  • Accurate Wealth Management reported no remaining Astec Industries position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 45 Astec Industries shares in Q1 2023, an estimated $1.68K.
  • Accurate Wealth Management first reported a position in Astec Industries in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Astec Industries position peaked at $1.68K in Q4 2022.
  • 157 funds tracked by Wall St. Rank held Astec Industries as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.