American Portfolios Advisors’s American Strategic Investment Co NYC Stock Holding History

American Portfolios Advisors’s Portfolio NYC Stock Details NYC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$30.7K	Sell	1,189 -190	-14%	-$5.91K	﹤0.01%	1973
2022 Q2	$57.9K	Buy	1,379 +4	+0.3%	+$303	﹤0.01%	1680
2022 Q1	$145K	Buy	1,375 +20	+1%	+$1.86K	0.01%	1329
2021 Q4	$115K	Sell	1,355 -311	-19%	-$18.7K	﹤0.01%	1445
2021 Q3	$108K	Buy	1,666 +573	+52%	+$49.5K	﹤0.01%	1424
2021 Q2	$115K	Buy	1,093 +119	+12%	+$9.85K	﹤0.01%	1349
2021 Q1	$67K	Buy	974 +327	+51%	+$24.3K	﹤0.01%	1478
2020 Q4	$42K	Buy	647 +347	+116%	+$28.8K	﹤0.01%	1484
2020 Q3	$29.3K	Buy	+300	New	+$31.3K	﹤0.01%	1522

Other funds holding NYC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Portfolios Advisors's NYC Position: Q3 2022 in Review

American Portfolios Advisors reduced its American Strategic Investment Co (NYC) stake by 14% in Q3 2022, selling an estimated $5.91K and leaving 1,189 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

American Portfolios Advisors first reported a position in NYC in Q3 2020 and has held it in 9 quarters since. The position peaked at $145K in Q1 2022. 48 funds tracked by Wall St. Rank hold NYC as of Q3 2022.

American Portfolios Advisors held 1,189 shares of American Strategic Investment Co worth $30.7K as of Q3 2022.
American Portfolios Advisors sold 190 American Strategic Investment Co shares in Q3 2022, an estimated $5.91K.
American Strategic Investment Co made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1973 holding.
American Portfolios Advisors first reported a position in American Strategic Investment Co in Q3 2020 and has held it in 9 quarters since.
American Portfolios Advisors's American Strategic Investment Co position peaked at $145K in Q1 2022.
48 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.