Dimensional Fund Advisors
NYC

Dimensional Fund Advisors’s American Strategic Investment Co NYC Stock Holding History

Dimensional Fund Advisors’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
2022
Q3 		$42K Sell
1,648
-3
-0.2% -$93 ﹤0.01% 3422
2022
Q2 		$70K Sell
1,651
-100
-6% -$7.57K ﹤0.01% 3367
2022
Q1 		$185K Buy
+1,751
New +$163K ﹤0.01% 3324

Other funds holding NYC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors's NYC Position: Q3 2022 in Review

Dimensional Fund Advisors reduced its American Strategic Investment Co (NYC) stake by 0.18% in Q3 2022, selling an estimated $93 and leaving 1,648 shares worth $42K. The position accounts for ﹤0.01% of the portfolio, ranked #3422.

Dimensional Fund Advisors first reported a position in NYC in Q1 2022 and has held it in 3 quarters since. The position peaked at $185K in Q1 2022. 48 funds tracked by Wall St. Rank hold NYC as of Q3 2022.

  • Dimensional Fund Advisors held 1,648 shares of American Strategic Investment Co worth $42K as of Q3 2022.
  • Dimensional Fund Advisors sold 3 American Strategic Investment Co shares in Q3 2022, an estimated $93.
  • American Strategic Investment Co made up ﹤0.01% of Dimensional Fund Advisors's portfolio in Q3 2022, its #3422 holding.
  • Dimensional Fund Advisors first reported a position in American Strategic Investment Co in Q1 2022 and has held it in 3 quarters since.
  • Dimensional Fund Advisors's American Strategic Investment Co position peaked at $185K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q3 2022.

Based on Dimensional Fund Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.