MW
ASPU

Milestone Wealth’s ASPEN GROUP, INC. ASPU Stock Holding History

Milestone Wealth’s Portfolio ASPU Stock Details ASPU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$5K Hold
12,500
– – 0.01% 202
2022
Q2 		$12K Hold
12,500
– – 0.01% 162
2022
Q1 		$30K Hold
12,500
– – 0.02% 162
2021
Q4 		$30K Buy
+12,500
New +$51.1K 0.02% 162

Other funds holding ASPU

CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.91B AUM 12.68% 1-Year Est. Return
PCM
Perkins Capital Management Wayzata, Minnesota $133M AUM 127.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAWC
P.A.W. Capital Greenwich, Connecticut $131M AUM 35.16% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $35.1M AUM 38.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OBGC
O'Brien Greene & Co Media, Pennsylvania $362M AUM 29.47% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Milestone Wealth's ASPU Position: Q3 2022 in Review

Milestone Wealth held its ASPEN GROUP, INC. (ASPU) position steady in Q3 2022 at 12,500 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #202.

Milestone Wealth first reported a position in ASPU in Q4 2021 and has held it in 4 quarters since. The position peaked at $30K in Q1 2022. 37 funds tracked by Wall St. Rank hold ASPU as of Q3 2022.

  • Milestone Wealth held 12,500 shares of ASPEN GROUP, INC. worth $5K as of Q3 2022.
  • Milestone Wealth left its ASPEN GROUP, INC. share count unchanged in Q3 2022.
  • ASPEN GROUP, INC. made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #202 holding.
  • Milestone Wealth first reported a position in ASPEN GROUP, INC. in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's ASPEN GROUP, INC. position peaked at $30K in Q1 2022.
  • 37 funds tracked by Wall St. Rank held ASPEN GROUP, INC. as of Q3 2022.

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