HPC
NYC

Hobart Private Capital’s American Strategic Investment Co NYC Stock Holding History

Hobart Private Capital’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
2021
Q3 		– Sell
-2,172
Closed -$228K – 119
2021
Q2 		$228K Sell
2,172
-749
-26% -$62K 0.09% 122
2021
Q1 		$201K Buy
2,921
+905
+45% +$67.3K 0.08% 132
2020
Q4 		$131K Buy
+2,016
New +$167K 0.06% 147

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PFA
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AWM
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Geode Capital Management
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CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
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GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Hobart Private Capital's NYC Position: Q3 2021 in Review

Hobart Private Capital sold out of American Strategic Investment Co (NYC) in Q3 2021, closing a stake of 2,172 shares — an estimated $228K sold.

Hobart Private Capital first reported a position in NYC in Q4 2020 and held it in 3 quarters. The position peaked at $228K in Q2 2021. 45 funds tracked by Wall St. Rank hold NYC as of Q3 2021.

  • Hobart Private Capital reported no remaining American Strategic Investment Co position as of Q3 2021 after selling out during the quarter.
  • Hobart Private Capital sold 2,172 American Strategic Investment Co shares in Q3 2021, an estimated $228K.
  • Hobart Private Capital first reported a position in American Strategic Investment Co in Q4 2020 and held it in 3 quarters.
  • Hobart Private Capital's American Strategic Investment Co position peaked at $228K in Q2 2021.
  • 45 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q3 2021.

Based on Hobart Private Capital's 13F filing for Q3 2021, filed 11 Mar 2024.