Fidelity Investments
NYC

Fidelity Investments’s American Strategic Investment Co NYC Stock Holding History

Fidelity Investments’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
2024
Q4 		– Sell
-25
Closed -$231 – 5734
2024
Q3 		$231 Buy
+25
New +$226 ﹤0.01% 5027
2022
Q1 		– Hold
0
– – – 5330
2021
Q4 		– Hold
0
– – – 4753
2021
Q3 		– Hold
0
– – – 4817
2021
Q2 		– Hold
0
– – – 4684

Other funds holding NYC

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Fidelity Investments's NYC Position: Q4 2024 in Review

Fidelity Investments sold out of American Strategic Investment Co (NYC) in Q4 2024, closing a stake of 25 shares — an estimated $231 sold.

Fidelity Investments first reported a position in NYC in Q3 2024 and held it in 1 quarter. The position peaked at $231 in Q3 2024. 18 funds tracked by Wall St. Rank hold NYC as of Q4 2024.

  • Fidelity Investments reported no remaining American Strategic Investment Co position as of Q4 2024 after selling out during the quarter.
  • Fidelity Investments sold 25 American Strategic Investment Co shares in Q4 2024, an estimated $231.
  • Fidelity Investments first reported a position in American Strategic Investment Co in Q3 2024 and held it in 1 quarter.
  • Fidelity Investments's American Strategic Investment Co position peaked at $231 in Q3 2024.
  • 18 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q4 2024.

Based on Fidelity Investments's 13F filing for Q4 2024, filed 13 Feb 2025.