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Financial Gravity Asset Management’s Shenandoah Telecom SHEN Stock Holding History

Financial Gravity Asset Management’s Portfolio SHEN Stock Details SHEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-16
Closed -$77 – 1581
2022
Q4 		$77 Buy
+16
New +$293 ﹤0.01% 1162

Other funds holding SHEN

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
EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Financial Gravity Asset Management's SHEN Position: Q1 2023 in Review

Financial Gravity Asset Management sold out of Shenandoah Telecom (SHEN) in Q1 2023, closing a stake of 16 shares — an estimated $77 sold.

Financial Gravity Asset Management first reported a position in SHEN in Q4 2022 and held it in 1 quarter. The position peaked at $77 in Q4 2022. 127 funds tracked by Wall St. Rank hold SHEN as of Q1 2023.

  • Financial Gravity Asset Management reported no remaining Shenandoah Telecom position as of Q1 2023 after selling out during the quarter.
  • Financial Gravity Asset Management sold 16 Shenandoah Telecom shares in Q1 2023, an estimated $77.
  • Financial Gravity Asset Management first reported a position in Shenandoah Telecom in Q4 2022 and held it in 1 quarter.
  • Financial Gravity Asset Management's Shenandoah Telecom position peaked at $77 in Q4 2022.
  • 127 funds tracked by Wall St. Rank held Shenandoah Telecom as of Q1 2023.

Based on Financial Gravity Asset Management's 13F filing for Q1 2023, filed 12 May 2023.