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LMG Wealth Partners’s Ardmore Shipping ASC Stock Holding History

LMG Wealth Partners’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
2024
Q4 		– Sell
-83,678
Closed -$1.51M – 130
2024
Q3 		$1.51M Buy
83,678
+10,087
+14% +$195K 0.35% 69
2024
Q2 		$1.66M Buy
73,591
+3,254
+5% +$64.2K 0.41% 59
2024
Q1 		$1.15M Buy
+70,337
New +$1.12M 0.29% 78

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American Century Companies
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Wellington Management Group
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Arrowstreet Capital
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Renaissance Technologies
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PMG
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RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
State Street
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LMG Wealth Partners's ASC Position: Q4 2024 in Review

LMG Wealth Partners sold out of Ardmore Shipping (ASC) in Q4 2024, closing a stake of 83,678 shares — an estimated $1.51M sold.

LMG Wealth Partners first reported a position in ASC in Q1 2024 and held it in 3 quarters. The position peaked at $1.66M in Q2 2024. 179 funds tracked by Wall St. Rank hold ASC as of Q4 2024.

  • LMG Wealth Partners reported no remaining Ardmore Shipping position as of Q4 2024 after selling out during the quarter.
  • LMG Wealth Partners sold 83,678 Ardmore Shipping shares in Q4 2024, an estimated $1.51M.
  • LMG Wealth Partners first reported a position in Ardmore Shipping in Q1 2024 and held it in 3 quarters.
  • LMG Wealth Partners's Ardmore Shipping position peaked at $1.66M in Q2 2024.
  • 179 funds tracked by Wall St. Rank held Ardmore Shipping as of Q4 2024.

Based on LMG Wealth Partners's 13F filing for Q4 2024, filed 3 Feb 2025.