GWM
ARG

Gupta Wealth Management’s Airgas Inc ARG Stock Holding History

Gupta Wealth Management’s Portfolio ARG Stock Details ARG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$42K Hold
300
– – 0.01% 469
2015
Q4 		$41K Hold
300
– – 0.01% 468
2015
Q3 		$27K Sell
300
-190
-39% -$18.8K 0.01% 616
2015
Q2 		$52K Buy
+490
New +$51.2K 0.01% 461

Other funds holding ARG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WCMNY
Westchester Capital Management (New York) Valhalla, New York $2.04B AUM 31.03% 1-Year Est. Return

Gupta Wealth Management's ARG Position: Q1 2016 in Review

Gupta Wealth Management held its Airgas Inc (ARG) position steady in Q1 2016 at 300 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #469.

Gupta Wealth Management first reported a position in ARG in Q2 2015 and has held it in 4 quarters since. The position peaked at $52K in Q2 2015. 398 funds tracked by Wall St. Rank hold ARG as of Q1 2016.

  • Gupta Wealth Management held 300 shares of Airgas Inc worth $42K as of Q1 2016.
  • Gupta Wealth Management left its Airgas Inc share count unchanged in Q1 2016.
  • Airgas Inc made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #469 holding.
  • Gupta Wealth Management first reported a position in Airgas Inc in Q2 2015 and has held it in 4 quarters since.
  • Gupta Wealth Management's Airgas Inc position peaked at $52K in Q2 2015.
  • 398 funds tracked by Wall St. Rank held Airgas Inc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.