AWM
NYT icon

Accurate Wealth Management’s New York Times NYT Stock Holding History

Accurate Wealth Management’s Portfolio NYT Stock Details NYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-25,505
Closed -$1.17M – 185
2022
Q1 		$1.17M Buy
25,505
+13,199
+107% +$572K 0.52% 44
2021
Q4 		$1.05M Hold
12,306
– – 0.86% 22
2021
Q3 		$1.05M Sell
12,306
-7,594
-38% -$359K 0.92% 19
2021
Q2 		$867K Buy
+19,900
New +$886K 0.76% 26

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return