MWM
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MinichMacGregor Wealth Management’s Ardmore Shipping ASC Stock Holding History

MinichMacGregor Wealth Management’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
2023
Q1 		– Sell
-1,986
Closed -$28.6K – 136
2022
Q4 		$28.6K Buy
+1,986
New +$26.4K 0.01% 245

Other funds holding ASC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

MinichMacGregor Wealth Management's ASC Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Ardmore Shipping (ASC) in Q1 2023, closing a stake of 1,986 shares — an estimated $28.6K sold.

MinichMacGregor Wealth Management first reported a position in ASC in Q4 2022 and held it in 1 quarter. The position peaked at $28.6K in Q4 2022. 141 funds tracked by Wall St. Rank hold ASC as of Q1 2023.

  • MinichMacGregor Wealth Management reported no remaining Ardmore Shipping position as of Q1 2023 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,986 Ardmore Shipping shares in Q1 2023, an estimated $28.6K.
  • MinichMacGregor Wealth Management first reported a position in Ardmore Shipping in Q4 2022 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's Ardmore Shipping position peaked at $28.6K in Q4 2022.
  • 141 funds tracked by Wall St. Rank held Ardmore Shipping as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.