GoalVest Advisory’s American Superconductor AMSC Stock Holding History

GoalVest Advisory’s Portfolio AMSC Stock Details AMSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-17,400	Closed	-$589K	–	503
2026 Q1	$589K	Sell	17,400 -500	-3%	-$15.8K	0.12%	98
2025 Q4	$515K	Sell	17,900 -500	-3%	-$21.6K	0.1%	101
2025 Q3	$1.09M	Hold	18,400	–	–	0.23%	73
2025 Q2	$675K	Sell	18,400 -500	-3%	-$12.3K	0.17%	78
2025 Q1	$343K	Sell	18,900 -1,100	-6%	-$27.4K	0.09%	94
2024 Q4	$493K	Hold	20,000	–	–	0.14%	88
2024 Q3	$472K	Sell	20,000 -9,930	-33%	-$229K	0.14%	83
2024 Q2	$700K	Hold	29,930	–	–	0.22%	70
2024 Q1	$404K	Buy	+29,930	New	+$371K	0.13%	80

Other funds holding AMSC

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Mayflower Financial Advisors Boston, Massachusetts $1.16B AUM 24.36% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return