KPW
NYC

Kore Private Wealth’s American Strategic Investment Co NYC Stock Holding History

Kore Private Wealth’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
2022
Q3 		$51K Hold
1,965
– – 0.01% 255
2022
Q2 		$83K Hold
1,965
– – 0.01% 294
2022
Q1 		$208K Hold
1,965
– – 0.03% 294
2021
Q4 		$167K Hold
1,965
– – 0.02% 289
2021
Q3 		$127K Buy
+1,965
New +$170K 0.01% 434

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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
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kore Private Wealth's NYC Position: Q3 2022 in Review

Kore Private Wealth held its American Strategic Investment Co (NYC) position steady in Q3 2022 at 1,965 shares worth $51K. The position accounts for 0.01% of the portfolio, ranked #255.

Kore Private Wealth first reported a position in NYC in Q3 2021 and has held it in 5 quarters since. The position peaked at $208K in Q1 2022. 48 funds tracked by Wall St. Rank hold NYC as of Q3 2022.

  • Kore Private Wealth held 1,965 shares of American Strategic Investment Co worth $51K as of Q3 2022.
  • Kore Private Wealth left its American Strategic Investment Co share count unchanged in Q3 2022.
  • American Strategic Investment Co made up 0.01% of Kore Private Wealth's portfolio in Q3 2022, its #255 holding.
  • Kore Private Wealth first reported a position in American Strategic Investment Co in Q3 2021 and has held it in 5 quarters since.
  • Kore Private Wealth's American Strategic Investment Co position peaked at $208K in Q1 2022.
  • 48 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.