Core Wealth Advisors (Florida)’s Academy Sports + Outdoors ASO Stock Holding History

Core Wealth Advisors (Florida)’s Portfolio ASO Stock Details ASO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-75	Closed	-$5.07K	–	65
2024 Q1	$5.07K	Hold	75	–	–	﹤0.01%	221
2023 Q4	$4.95K	Hold	75	–	–	﹤0.01%	219
2023 Q3	$3.55K	Hold	75	–	–	﹤0.01%	207
2023 Q2	$4.05K	Buy	75 +25	+50%	+$1.44K	﹤0.01%	202
2023 Q1	$3.26K	Hold	50	–	–	﹤0.01%	215
2022 Q4	$2.63K	Hold	50	–	–	﹤0.01%	231
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	200
2022 Q2	$2K	Sell	50 -400	-89%	-$14.6K	﹤0.01%	196
2022 Q1	$18K	Buy	450 +200	+80%	+$7.33K	0.01%	121
2021 Q4	$11K	Buy	250 +25	+11%	+$1.09K	0.01%	148
2021 Q3	$9K	Buy	225 +125	+125%	+$4.99K	0.01%	136
2021 Q2	$4K	Buy	+100	New	+$3.5K	﹤0.01%	159

Other funds holding ASO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Core Wealth Advisors (Florida)'s ASO Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Academy Sports + Outdoors (ASO) in Q2 2024, closing a stake of 75 shares — an estimated $5.07K sold.

Core Wealth Advisors (Florida) first reported a position in ASO in Q2 2021 and held it in 12 quarters. The position peaked at $18K in Q1 2022. 357 funds tracked by Wall St. Rank hold ASO as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining Academy Sports + Outdoors position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 75 Academy Sports + Outdoors shares in Q2 2024, an estimated $5.07K.
Core Wealth Advisors (Florida) first reported a position in Academy Sports + Outdoors in Q2 2021 and held it in 12 quarters.
Core Wealth Advisors (Florida)'s Academy Sports + Outdoors position peaked at $18K in Q1 2022.
357 funds tracked by Wall St. Rank held Academy Sports + Outdoors as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.