JWM
ATSG

Jessup Wealth Management’s Air Transport Services Group ATSG Stock Holding History

Jessup Wealth Management’s Portfolio ATSG Stock Details ATSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-20,022
Closed -$440K – 86
2024
Q4 		$440K Sell
20,022
-2,769
-12% -$54.8K 0.19% 45
2024
Q3 		$369K Buy
22,791
+639
+3% +$9.76K 0.17% 43
2024
Q2 		$307K Buy
22,152
+361
+2% +$4.78K 0.13% 49
2024
Q1 		$300K Buy
21,791
+1,254
+6% +$18.1K 0.13% 50
2023
Q4 		$362K Hold
20,537
– – 0.18% 41
2023
Q3 		$429K Buy
20,537
+515
+3% +$10.7K 0.25% 43
2023
Q2 		$378K Sell
20,022
-2,396
-11% -$44.6K 0.2% 48
2023
Q1 		$467K Hold
22,418
– – 0.28% 48
2022
Q4 		$582K Buy
+22,418
New +$617K 0.37% 41

Other funds holding ATSG

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TAL
TIG Advisors LLC New York $2.09B AUM 72.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return