Capital Advisory Group Advisory Services’s American Strategic Investment Co NYC Stock Holding History

Capital Advisory Group Advisory Services’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 Q2	–	Sell	-51	Closed	-$5K	–	389
2022 Q1	$5K	Buy	+51	New	+$4.74K	﹤0.01%	435
2021 Q4	–	Sell	-153	Closed	-$10K	–	381
2021 Q3	$10K	Buy	153 +51	+50%	+$4.41K	﹤0.01%	392
2021 Q2	$11K	Hold	102	–	–	﹤0.01%	386
2021 Q1	$7K	Hold	102	–	–	﹤0.01%	423
2020 Q4	$7K	Buy	102 +51	+100%	+$4.23K	﹤0.01%	407
2020 Q3	$5K	Buy	+51	New	+$5.31K	﹤0.01%	387

Other funds holding NYC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 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 $44.6B AUM 28.94% 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

Capital Advisory Group Advisory Services's NYC Position: Q2 2022 in Review

Capital Advisory Group Advisory Services sold out of American Strategic Investment Co (NYC) in Q2 2022, closing a stake of 51 shares — an estimated $5K sold.

Capital Advisory Group Advisory Services first reported a position in NYC in Q3 2020 and held it in 6 quarters. The position peaked at $11K in Q2 2021. 52 funds tracked by Wall St. Rank hold NYC as of Q2 2022.

Capital Advisory Group Advisory Services reported no remaining American Strategic Investment Co position as of Q2 2022 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 51 American Strategic Investment Co shares in Q2 2022, an estimated $5K.
Capital Advisory Group Advisory Services first reported a position in American Strategic Investment Co in Q3 2020 and held it in 6 quarters.
Capital Advisory Group Advisory Services's American Strategic Investment Co position peaked at $11K in Q2 2021.
52 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q2 2022.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2022, filed 12 Aug 2022.