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Bogart Wealth LLC’s Americold COLD Stock Holding History

Bogart Wealth LLC’s Portfolio COLD Stock Details COLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3,500
Closed -$45K – 1843
2025
Q4 		$45K Buy
+3,500
New +$42.9K ﹤0.01% 496
2023
Q4 		– Sell
-87
Closed -$2.65K – 1079
2023
Q3 		$2.65K Hold
87
– – ﹤0.01% 845
2023
Q2 		$2.81K Hold
87
– – ﹤0.01% 830
2023
Q1 		$2.48K Buy
+87
New +$2.6K ﹤0.01% 877

Other funds holding COLD

VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return