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Advisory Research’s Astronics ATRO Stock Holding History

Advisory Research’s Portfolio ATRO Stock Details ATRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-54,715
Closed -$794K – 174
2023
Q4 		$794K Buy
54,715
+5,847
+12% +$76.7K 0.12% 188
2023
Q3 		$646K Sell
48,868
-3,228
-6% -$48.5K 0.09% 244
2023
Q2 		$862K Buy
52,096
+34,307
+193% +$470K 0.11% 224
2023
Q1 		$198K Buy
+17,789
New +$199K 0.03% 327

Other funds holding ATRO

NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AAM
ACK Asset Management Greenwich, Connecticut $801M AUM 60.42% 1-Year Est. Return
3C
325 Capital New York $274M AUM 49.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Advisory Research's ATRO Position: Q1 2024 in Review

Advisory Research sold out of Astronics (ATRO) in Q1 2024, closing a stake of 54,715 shares — an estimated $794K sold.

Advisory Research first reported a position in ATRO in Q1 2023 and held it in 4 quarters. The position peaked at $862K in Q2 2023. 129 funds tracked by Wall St. Rank hold ATRO as of Q1 2024.

  • Advisory Research reported no remaining Astronics position as of Q1 2024 after selling out during the quarter.
  • Advisory Research sold 54,715 Astronics shares in Q1 2024, an estimated $794K.
  • Advisory Research first reported a position in Astronics in Q1 2023 and held it in 4 quarters.
  • Advisory Research's Astronics position peaked at $862K in Q2 2023.
  • 129 funds tracked by Wall St. Rank held Astronics as of Q1 2024.

Based on Advisory Research's 13F filing for Q1 2024, filed 14 May 2024.