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
Q4 		– Sell
-1,648
Closed -$42K – 3509
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
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IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors's NYC Position: Q4 2022 in Review

Dimensional Fund Advisors sold out of American Strategic Investment Co (NYC) in Q4 2022, closing a stake of 1,648 shares — an estimated $42K sold.

Dimensional Fund Advisors first reported a position in NYC in Q1 2022 and held it in 3 quarters. The position peaked at $185K in Q1 2022. 45 funds tracked by Wall St. Rank hold NYC as of Q4 2022.

  • Dimensional Fund Advisors reported no remaining American Strategic Investment Co position as of Q4 2022 after selling out during the quarter.
  • Dimensional Fund Advisors sold 1,648 American Strategic Investment Co shares in Q4 2022, an estimated $42K.
  • Dimensional Fund Advisors first reported a position in American Strategic Investment Co in Q1 2022 and held it in 3 quarters.
  • Dimensional Fund Advisors's American Strategic Investment Co position peaked at $185K in Q1 2022.
  • 45 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q4 2022.

Based on Dimensional Fund Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.