GI
NYC

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

Gradient 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
2022
Q3 		– Sell
-77
Closed -$3K – 1483
2022
Q2 		$3K Hold
77
– – ﹤0.01% 994
2022
Q1 		$8K Hold
77
– – ﹤0.01% 825
2021
Q4 		$7K Hold
77
– – ﹤0.01% 876
2021
Q3 		$5K Buy
+77
New +$6.66K ﹤0.01% 884

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gradient Investments's NYC Position: Q3 2022 in Review

Gradient Investments sold out of American Strategic Investment Co (NYC) in Q3 2022, closing a stake of 77 shares — an estimated $3K sold.

Gradient Investments first reported a position in NYC in Q3 2021 and held it in 4 quarters. The position peaked at $8K in Q1 2022. 48 funds tracked by Wall St. Rank hold NYC as of Q3 2022.

  • Gradient Investments reported no remaining American Strategic Investment Co position as of Q3 2022 after selling out during the quarter.
  • Gradient Investments sold 77 American Strategic Investment Co shares in Q3 2022, an estimated $3K.
  • Gradient Investments first reported a position in American Strategic Investment Co in Q3 2021 and held it in 4 quarters.
  • Gradient Investments's American Strategic Investment Co position peaked at $8K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q3 2022.

Based on Gradient Investments's 13F filing for Q3 2022, filed 14 Oct 2022.