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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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return