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Advisor OS’s Ardmore Shipping ASC Stock Holding History

Advisor OS’s Portfolio ASC Stock Details ASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,000
Closed -$141K – 387
2023
Q4 		$141K Buy
+10,000
New +$135K 0.02% 331

Other funds holding ASC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Advisor OS's ASC Position: Q1 2024 in Review

Advisor OS sold out of Ardmore Shipping (ASC) in Q1 2024, closing a stake of 10,000 shares — an estimated $141K sold.

Advisor OS first reported a position in ASC in Q4 2023 and held it in 1 quarter. The position peaked at $141K in Q4 2023. 163 funds tracked by Wall St. Rank hold ASC as of Q1 2024.

  • Advisor OS reported no remaining Ardmore Shipping position as of Q1 2024 after selling out during the quarter.
  • Advisor OS sold 10,000 Ardmore Shipping shares in Q1 2024, an estimated $141K.
  • Advisor OS first reported a position in Ardmore Shipping in Q4 2023 and held it in 1 quarter.
  • Advisor OS's Ardmore Shipping position peaked at $141K in Q4 2023.
  • 163 funds tracked by Wall St. Rank held Ardmore Shipping as of Q1 2024.

Based on Advisor OS's 13F filing for Q1 2024, filed 9 May 2024.