CWC
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Carolinas Wealth Consulting’s Ardmore Shipping ASC Stock Holding History

Carolinas Wealth Consulting’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
2024
Q1 		– Sell
-34
Closed -$483 – 1043
2023
Q4 		$483 Hold
34
– – ﹤0.01% 923
2023
Q3 		$456 Sell
34
-2
-6% -$26 ﹤0.01% 937
2023
Q2 		$448 Buy
36
+10
+38% +$133 ﹤0.01% 1010
2023
Q1 		$387 Buy
+26
New +$408 ﹤0.01% 1024

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ACB
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PMG
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Wellington Management Group
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Carolinas Wealth Consulting's ASC Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Ardmore Shipping (ASC) in Q1 2024, closing a stake of 34 shares — an estimated $483 sold.

Carolinas Wealth Consulting first reported a position in ASC in Q1 2023 and held it in 4 quarters. The position peaked at $483 in Q4 2023. 163 funds tracked by Wall St. Rank hold ASC as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Ardmore Shipping position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 34 Ardmore Shipping shares in Q1 2024, an estimated $483.
  • Carolinas Wealth Consulting first reported a position in Ardmore Shipping in Q1 2023 and held it in 4 quarters.
  • Carolinas Wealth Consulting's Ardmore Shipping position peaked at $483 in Q4 2023.
  • 163 funds tracked by Wall St. Rank held Ardmore Shipping as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.