BKM Wealth Management’s Astronics ATRO Stock Holding History

BKM Wealth Management’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	-4,440	Closed	-$64.5K	–	217
2023 Q4	$64.5K	Buy	+4,440	New	+$58.2K	0.03%	238

Other funds holding ATRO

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

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

325 Capital New York $274M AUM 49.96% 1-Year Est. Return

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

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BKM Wealth Management's ATRO Position: Q1 2024 in Review

BKM Wealth Management sold out of Astronics (ATRO) in Q1 2024, closing a stake of 4,440 shares — an estimated $64.5K sold.

BKM Wealth Management first reported a position in ATRO in Q4 2023 and held it in 1 quarter. The position peaked at $64.5K in Q4 2023. 129 funds tracked by Wall St. Rank hold ATRO as of Q1 2024.

BKM Wealth Management reported no remaining Astronics position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 4,440 Astronics shares in Q1 2024, an estimated $64.5K.
BKM Wealth Management first reported a position in Astronics in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Astronics position peaked at $64.5K in Q4 2023.
129 funds tracked by Wall St. Rank held Astronics as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.