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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

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

Bogart Wealth LLC's COLD Position: Q1 2026 in Review

Bogart Wealth LLC sold out of Americold (COLD) in Q1 2026, closing a stake of 3,500 shares — an estimated $45K sold.

Bogart Wealth LLC first reported a position in COLD in Q1 2023 and held it in 4 quarters. The position peaked at $45K in Q4 2025. 399 funds tracked by Wall St. Rank hold COLD as of Q1 2026.

  • Bogart Wealth LLC reported no remaining Americold position as of Q1 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 3,500 Americold shares in Q1 2026, an estimated $45K.
  • Bogart Wealth LLC first reported a position in Americold in Q1 2023 and held it in 4 quarters.
  • Bogart Wealth LLC's Americold position peaked at $45K in Q4 2025.
  • 399 funds tracked by Wall St. Rank held Americold as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.