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Crestwood Advisors Group’s Aspen Aerogels ASPN Stock Holding History

Crestwood Advisors Group’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,052
Closed -$177K – 428
2024
Q1 		$177K Hold
10,052
– – ﹤0.01% 409
2023
Q4 		$159K Hold
10,052
– – ﹤0.01% 394
2023
Q3 		$86.4K Hold
10,052
– – ﹤0.01% 356
2023
Q2 		$79.3K Buy
+10,052
New +$70K ﹤0.01% 249

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Crestwood Advisors Group's ASPN Position: Q2 2024 in Review

Crestwood Advisors Group sold out of Aspen Aerogels (ASPN) in Q2 2024, closing a stake of 10,052 shares — an estimated $177K sold.

Crestwood Advisors Group first reported a position in ASPN in Q2 2023 and held it in 4 quarters. The position peaked at $177K in Q1 2024. 222 funds tracked by Wall St. Rank hold ASPN as of Q2 2024.

  • Crestwood Advisors Group reported no remaining Aspen Aerogels position as of Q2 2024 after selling out during the quarter.
  • Crestwood Advisors Group sold 10,052 Aspen Aerogels shares in Q2 2024, an estimated $177K.
  • Crestwood Advisors Group first reported a position in Aspen Aerogels in Q2 2023 and held it in 4 quarters.
  • Crestwood Advisors Group's Aspen Aerogels position peaked at $177K in Q1 2024.
  • 222 funds tracked by Wall St. Rank held Aspen Aerogels as of Q2 2024.

Based on Crestwood Advisors Group's 13F filing for Q2 2024, filed 1 Aug 2024.