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Mark Sheptoff Financial Planning’s Archrock AROC Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AROC Stock Details AROC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-500
Closed -$10.1K – 433
2024
Q2 		$10.1K Buy
+500
New +$9.91K 0.01% 315

Other funds holding AROC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AMH
Apollo Management Holdings New York $8.94B AUM 120.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Mark Sheptoff Financial Planning's AROC Position: Q3 2024 in Review

Mark Sheptoff Financial Planning sold out of Archrock (AROC) in Q3 2024, closing a stake of 500 shares — an estimated $10.1K sold.

Mark Sheptoff Financial Planning first reported a position in AROC in Q2 2024 and held it in 1 quarter. The position peaked at $10.1K in Q2 2024. 303 funds tracked by Wall St. Rank hold AROC as of Q3 2024.

  • Mark Sheptoff Financial Planning reported no remaining Archrock position as of Q3 2024 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 500 Archrock shares in Q3 2024, an estimated $10.1K.
  • Mark Sheptoff Financial Planning first reported a position in Archrock in Q2 2024 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Archrock position peaked at $10.1K in Q2 2024.
  • 303 funds tracked by Wall St. Rank held Archrock as of Q3 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2024, filed 14 Nov 2024.