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AJ Wealth Strategies’s Archer Aviation ACHR Stock Holding History

AJ Wealth Strategies’s Portfolio ACHR Stock Details ACHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$861K Hold
208,899
– – 0.04% 140
2023
Q1 		$597K Hold
208,899
– – 0.03% 161
2022
Q4 		$391K Hold
208,899
– – 0.02% 205
2022
Q3 		$545K Hold
208,899
– – 0.03% 173
2022
Q2 		$643K Hold
208,899
– – 0.03% 165
2022
Q1 		$1M Buy
+208,899
New +$767K 0.05% 137

Other funds holding ACHR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 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 $3.37T AUM 44.26% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

AJ Wealth Strategies's ACHR Position: Q2 2023 in Review

AJ Wealth Strategies held its Archer Aviation (ACHR) position steady in Q2 2023 at 208,899 shares worth $861K. The position accounts for 0.04% of the portfolio, ranked #140.

AJ Wealth Strategies first reported a position in ACHR in Q1 2022 and has held it in 6 quarters since. The position peaked at $1M in Q1 2022. 140 funds tracked by Wall St. Rank hold ACHR as of Q2 2023.

  • AJ Wealth Strategies held 208,899 shares of Archer Aviation worth $861K as of Q2 2023.
  • AJ Wealth Strategies left its Archer Aviation share count unchanged in Q2 2023.
  • Archer Aviation made up 0.04% of AJ Wealth Strategies's portfolio in Q2 2023, its #140 holding.
  • AJ Wealth Strategies first reported a position in Archer Aviation in Q1 2022 and has held it in 6 quarters since.
  • AJ Wealth Strategies's Archer Aviation position peaked at $1M in Q1 2022.
  • 140 funds tracked by Wall St. Rank held Archer Aviation as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.