Corient Private Wealth
NYC

Corient Private Wealth’s American Strategic Investment Co NYC Stock Holding History

Corient Private Wealth’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
2023
Q1 		– Sell
-1,965
Closed -$27.8K – 2044
2022
Q4 		$27.8K Buy
+1,965
New +$42.3K ﹤0.01% 1661

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BlackRock
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UBS Group
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
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CP
Castleview Partners Dallas, Texas $228M AUM 19.85% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Corient Private Wealth's NYC Position: Q1 2023 in Review

Corient Private Wealth sold out of American Strategic Investment Co (NYC) in Q1 2023, closing a stake of 1,965 shares — an estimated $27.8K sold.

Corient Private Wealth first reported a position in NYC in Q4 2022 and held it in 1 quarter. The position peaked at $27.8K in Q4 2022. 31 funds tracked by Wall St. Rank hold NYC as of Q1 2023.

  • Corient Private Wealth reported no remaining American Strategic Investment Co position as of Q1 2023 after selling out during the quarter.
  • Corient Private Wealth sold 1,965 American Strategic Investment Co shares in Q1 2023, an estimated $27.8K.
  • Corient Private Wealth first reported a position in American Strategic Investment Co in Q4 2022 and held it in 1 quarter.
  • Corient Private Wealth's American Strategic Investment Co position peaked at $27.8K in Q4 2022.
  • 31 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q1 2023.

Based on Corient Private Wealth's 13F filing for Q1 2023, filed 15 May 2023.