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Mount Yale Investment Advisors’s Academy Sports + Outdoors ASO Stock Holding History

Mount Yale Investment Advisors’s Portfolio ASO Stock Details ASO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,757
Closed -$253K – 547
2024
Q2 		$253K Buy
4,757
+767
+19% +$43.6K 0.02% 477
2024
Q1 		$269K Buy
+3,990
New +$269K 0.02% 477
2023
Q4 		– Sell
-5,087
Closed -$240K – 500
2023
Q3 		$240K Buy
5,087
+961
+23% +$51.4K 0.03% 438
2023
Q2 		$223K Buy
+4,126
New +$237K 0.02% 446

Other funds holding ASO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Mount Yale Investment Advisors's ASO Position: Q3 2024 in Review

Mount Yale Investment Advisors sold out of Academy Sports + Outdoors (ASO) in Q3 2024, closing a stake of 4,757 shares — an estimated $253K sold.

Mount Yale Investment Advisors first reported a position in ASO in Q2 2023 and held it in 4 quarters. The position peaked at $269K in Q1 2024. 354 funds tracked by Wall St. Rank hold ASO as of Q3 2024.

  • Mount Yale Investment Advisors reported no remaining Academy Sports + Outdoors position as of Q3 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 4,757 Academy Sports + Outdoors shares in Q3 2024, an estimated $253K.
  • Mount Yale Investment Advisors first reported a position in Academy Sports + Outdoors in Q2 2023 and held it in 4 quarters.
  • Mount Yale Investment Advisors's Academy Sports + Outdoors position peaked at $269K in Q1 2024.
  • 354 funds tracked by Wall St. Rank held Academy Sports + Outdoors as of Q3 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2024, filed 23 Oct 2024.