AAS
ASC icon

Avantax Advisory Services’s Ardmore Shipping ASC Stock Holding History

Avantax Advisory Services’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
2023
Q1 		– Sell
-10,987
Closed -$158K – 1490
2022
Q4 		$158K Buy
+10,987
New +$146K ﹤0.01% 1334

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Millennium Management
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Morgan Stanley
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RC
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Two Sigma Investments
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Arrowstreet Capital
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Avantax Advisory Services's ASC Position: Q1 2023 in Review

Avantax Advisory Services sold out of Ardmore Shipping (ASC) in Q1 2023, closing a stake of 10,987 shares — an estimated $158K sold.

Avantax Advisory Services first reported a position in ASC in Q4 2022 and held it in 1 quarter. The position peaked at $158K in Q4 2022. 141 funds tracked by Wall St. Rank hold ASC as of Q1 2023.

  • Avantax Advisory Services reported no remaining Ardmore Shipping position as of Q1 2023 after selling out during the quarter.
  • Avantax Advisory Services sold 10,987 Ardmore Shipping shares in Q1 2023, an estimated $158K.
  • Avantax Advisory Services first reported a position in Ardmore Shipping in Q4 2022 and held it in 1 quarter.
  • Avantax Advisory Services's Ardmore Shipping position peaked at $158K in Q4 2022.
  • 141 funds tracked by Wall St. Rank held Ardmore Shipping as of Q1 2023.

Based on Avantax Advisory Services's 13F filing for Q1 2023, filed 28 Apr 2023.