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Money Concepts Capital’s American Strategic Investment Co NYC Stock Holding History

Money Concepts Capital’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-187
Closed -$2.65K – 2073
2022
Q4 		$2.65K Buy
187
+131
+234% +$2.82K ﹤0.01% 2596
2022
Q3 		$1K Hold
56
– – ﹤0.01% 1487
2022
Q2 		$2K Sell
56
-82
-59% -$6.2K ﹤0.01% 1332
2022
Q1 		$15K Buy
+138
New +$12.8K ﹤0.01% 1748

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Geode Capital Management
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AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return

Money Concepts Capital's NYC Position: Q1 2023 in Review

Money Concepts Capital sold out of American Strategic Investment Co (NYC) in Q1 2023, closing a stake of 187 shares — an estimated $2.65K sold.

Money Concepts Capital first reported a position in NYC in Q1 2022 and held it in 4 quarters. The position peaked at $15K in Q1 2022. 31 funds tracked by Wall St. Rank hold NYC as of Q1 2023.

  • Money Concepts Capital reported no remaining American Strategic Investment Co position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 187 American Strategic Investment Co shares in Q1 2023, an estimated $2.65K.
  • Money Concepts Capital first reported a position in American Strategic Investment Co in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's American Strategic Investment Co position peaked at $15K in Q1 2022.
  • 31 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.