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Institute for Wealth Management’s Ardmore Shipping ASC Stock Holding History

Institute for Wealth Management’s Portfolio ASC Stock Details ASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-31,200
Closed -$217K – 461
2022
Q2 		$217K Hold
31,200
– – 0.04% 471
2022
Q1 		$140K Buy
+31,200
New +$122K 0.02% 525

Other funds holding ASC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Institute for Wealth Management's ASC Position: Q3 2022 in Review

Institute for Wealth Management sold out of Ardmore Shipping (ASC) in Q3 2022, closing a stake of 31,200 shares — an estimated $217K sold.

Institute for Wealth Management first reported a position in ASC in Q1 2022 and held it in 2 quarters. The position peaked at $217K in Q2 2022. 114 funds tracked by Wall St. Rank hold ASC as of Q3 2022.

  • Institute for Wealth Management reported no remaining Ardmore Shipping position as of Q3 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 31,200 Ardmore Shipping shares in Q3 2022, an estimated $217K.
  • Institute for Wealth Management first reported a position in Ardmore Shipping in Q1 2022 and held it in 2 quarters.
  • Institute for Wealth Management's Ardmore Shipping position peaked at $217K in Q2 2022.
  • 114 funds tracked by Wall St. Rank held Ardmore Shipping as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.