AWS
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AJ Wealth Strategies’s Ardmore Shipping ASC Stock Holding History

AJ Wealth Strategies’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
2020
Q2 		– Sell
-17,748
Closed -$93K – 207
2020
Q1 		$93K Buy
+17,748
New +$107K 0.01% 167

Other funds holding ASC

ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AJ Wealth Strategies's ASC Position: Q2 2020 in Review

AJ Wealth Strategies sold out of Ardmore Shipping (ASC) in Q2 2020, closing a stake of 17,748 shares — an estimated $93K sold.

AJ Wealth Strategies first reported a position in ASC in Q1 2020 and held it in 1 quarter. The position peaked at $93K in Q1 2020. 85 funds tracked by Wall St. Rank hold ASC as of Q2 2020.

  • AJ Wealth Strategies reported no remaining Ardmore Shipping position as of Q2 2020 after selling out during the quarter.
  • AJ Wealth Strategies sold 17,748 Ardmore Shipping shares in Q2 2020, an estimated $93K.
  • AJ Wealth Strategies first reported a position in Ardmore Shipping in Q1 2020 and held it in 1 quarter.
  • AJ Wealth Strategies's Ardmore Shipping position peaked at $93K in Q1 2020.
  • 85 funds tracked by Wall St. Rank held Ardmore Shipping as of Q2 2020.

Based on AJ Wealth Strategies's 13F filing for Q2 2020, filed 14 Aug 2020.