IFG
NYC

Independent Financial Group’s American Strategic Investment Co NYC Stock Holding History

Independent Financial Group’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
2023
Q1 		– Sell
-23,954
Closed -$339K – 872
2022
Q4 		$339K Sell
23,954
-3,346
-12% -$72K 0.03% 528
2022
Q3 		$705K Buy
27,300
+14,957
+121% +$465K 0.06% 309
2022
Q2 		$518K Buy
12,343
+6,752
+121% +$511K 0.06% 377
2022
Q1 		$590K Buy
5,591
+4,008
+253% +$372K 0.05% 378
2021
Q4 		$134K Buy
+1,583
New +$95.4K 0.01% 751

Other funds holding NYC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $195M AUM 15.9% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Independent Financial Group's NYC Position: Q1 2023 in Review

Independent Financial Group sold out of American Strategic Investment Co (NYC) in Q1 2023, closing a stake of 23,954 shares — an estimated $339K sold.

Independent Financial Group first reported a position in NYC in Q4 2021 and held it in 5 quarters. The position peaked at $705K in Q3 2022. 31 funds tracked by Wall St. Rank hold NYC as of Q1 2023.

  • Independent Financial Group reported no remaining American Strategic Investment Co position as of Q1 2023 after selling out during the quarter.
  • Independent Financial Group sold 23,954 American Strategic Investment Co shares in Q1 2023, an estimated $339K.
  • Independent Financial Group first reported a position in American Strategic Investment Co in Q4 2021 and held it in 5 quarters.
  • Independent Financial Group's American Strategic Investment Co position peaked at $705K in Q3 2022.
  • 31 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q1 2023.

Based on Independent Financial Group's 13F filing for Q1 2023, filed 12 Jun 2026.