Global Wealth Management Investment Advisory’s American Strategic Investment Co NYC Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-37	Closed	-$295	–	336
2023 Q4	$295	Sell	37 -117	-76%	-$970	﹤0.01%	453
2023 Q3	$1.4K	Hold	154	–	–	﹤0.01%	407
2023 Q2	$1.22K	Buy	+154	New	+$1.4K	﹤0.01%	415
2022 Q3	–	Sell	-284	Closed	-$12K	–	361
2022 Q2	$12K	Buy	284 +129	+83%	+$9.76K	﹤0.01%	272
2022 Q1	$16K	Hold	155	–	–	﹤0.01%	276
2021 Q4	$13K	Hold	155	–	–	﹤0.01%	290
2021 Q3	$10K	Buy	155 +117	+308%	+$10.1K	﹤0.01%	317
2021 Q2	$4K	Hold	38	–	–	﹤0.01%	360
2021 Q1	$3K	Hold	38	–	–	﹤0.01%	395
2020 Q4	$2K	Hold	38	–	–	﹤0.01%	399
2020 Q3	$4K	Buy	+38	New	+$3.96K	﹤0.01%	346

Other funds holding NYC

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

WTA

Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's NYC Position: Q1 2024 in Review

Global Wealth Management Investment Advisory sold out of American Strategic Investment Co (NYC) in Q1 2024, closing a stake of 37 shares — an estimated $295 sold.

Global Wealth Management Investment Advisory first reported a position in NYC in Q3 2020 and held it in 11 quarters. The position peaked at $16K in Q1 2022. 18 funds tracked by Wall St. Rank hold NYC as of Q1 2024.

Global Wealth Management Investment Advisory reported no remaining American Strategic Investment Co position as of Q1 2024 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 37 American Strategic Investment Co shares in Q1 2024, an estimated $295.
Global Wealth Management Investment Advisory first reported a position in American Strategic Investment Co in Q3 2020 and held it in 11 quarters.
Global Wealth Management Investment Advisory's American Strategic Investment Co position peaked at $16K in Q1 2022.
18 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q1 2024.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2024, filed 10 May 2024.