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Focused Wealth Management’s Amtech Systems ASYS Stock Holding History

Focused Wealth Management’s Portfolio ASYS Stock Details ASYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-20
Closed -$84 – 263
2023
Q4 		$84 Buy
+20
New +$136 ﹤0.01% 983

Other funds holding ASYS

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Focused Wealth Management's ASYS Position: Q1 2024 in Review

Focused Wealth Management sold out of Amtech Systems (ASYS) in Q1 2024, closing a stake of 20 shares — an estimated $84 sold.

Focused Wealth Management first reported a position in ASYS in Q4 2023 and held it in 1 quarter. The position peaked at $84 in Q4 2023. 41 funds tracked by Wall St. Rank hold ASYS as of Q1 2024.

  • Focused Wealth Management reported no remaining Amtech Systems position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 20 Amtech Systems shares in Q1 2024, an estimated $84.
  • Focused Wealth Management first reported a position in Amtech Systems in Q4 2023 and held it in 1 quarter.
  • Focused Wealth Management's Amtech Systems position peaked at $84 in Q4 2023.
  • 41 funds tracked by Wall St. Rank held Amtech Systems as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.