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Laidlaw Wealth Management’s Amesite AMST Stock Holding History

Laidlaw Wealth Management’s Portfolio AMST Stock Details AMST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,042
Closed -$23K – 391
2021
Q3 		$23K Sell
1,042
-16
-2% -$392 0.01% 247
2021
Q2 		$35K Buy
+1,058
New +$34.7K 0.01% 266
2021
Q1 		– Sell
-4,183
Closed -$243K – 225
2020
Q4 		$243K Buy
+4,183
New +$230K 0.05% 307

Other funds holding AMST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laidlaw Wealth Management's AMST Position: Q4 2021 in Review

Laidlaw Wealth Management sold out of Amesite (AMST) in Q4 2021, closing a stake of 1,042 shares — an estimated $23K sold.

Laidlaw Wealth Management first reported a position in AMST in Q4 2020 and held it in 3 quarters. The position peaked at $243K in Q4 2020. 11 funds tracked by Wall St. Rank hold AMST as of Q4 2021.

  • Laidlaw Wealth Management reported no remaining Amesite position as of Q4 2021 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,042 Amesite shares in Q4 2021, an estimated $23K.
  • Laidlaw Wealth Management first reported a position in Amesite in Q4 2020 and held it in 3 quarters.
  • Laidlaw Wealth Management's Amesite position peaked at $243K in Q4 2020.
  • 11 funds tracked by Wall St. Rank held Amesite as of Q4 2021.

Based on Laidlaw Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.