Mitchell & Pahl Private Wealth’s Archer Aviation ACHR Stock Holding History

Mitchell & Pahl Private Wealth’s Portfolio ACHR Stock Details ACHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-20,000	Closed	-$101K	–	144
2023 Q3	$101K	Hold	20,000	–	–	0.06%	149
2023 Q2	$82.4K	Buy	+20,000	New	+$56.4K	0.05%	152
2023 Q1	–	Sell	-10,000	Closed	-$18.7K	–	151
2022 Q4	$18.7K	Buy	+10,000	New	+$24.7K	0.01%	150
2022 Q2	–	Sell	-10,000	Closed	-$48K	–	156
2022 Q1	$48K	Buy	+10,000	New	+$36.7K	0.03%	165

Other funds holding ACHR

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mitchell & Pahl Private Wealth's ACHR Position: Q3 2022 in Review

Mitchell & Pahl Private Wealth sold out of Archer Aviation (ACHR) in Q3 2022, closing a stake of 11,000 shares — an estimated $34K sold.

Mitchell & Pahl Private Wealth first reported a position in ACHR in Q1 2022 and held it in 2 quarters. The position peaked at $34K in Q2 2022. 119 funds tracked by Wall St. Rank hold ACHR as of Q3 2022.

Mitchell & Pahl Private Wealth reported no remaining Archer Aviation position as of Q3 2022 after selling out during the quarter.
Mitchell & Pahl Private Wealth sold 11,000 Archer Aviation shares in Q3 2022, an estimated $34K.
Mitchell & Pahl Private Wealth first reported a position in Archer Aviation in Q1 2022 and held it in 2 quarters.
Mitchell & Pahl Private Wealth's Archer Aviation position peaked at $34K in Q2 2022.
119 funds tracked by Wall St. Rank held Archer Aviation as of Q3 2022.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q3 2022, filed 1 Nov 2022.