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Mount Yale Investment Advisors’s Astec Industries ASTE Stock Holding History

Mount Yale Investment Advisors’s Portfolio ASTE Stock Details ASTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,786
Closed -$238K – 461
2021
Q2 		$238K Sell
3,786
-17
-0.4% -$1.19K 0.03% 376
2021
Q1 		$287K Sell
3,803
-134
-3% -$9.08K 0.04% 322
2020
Q4 		$228K Buy
+3,937
New +$225K 0.03% 357

Other funds holding ASTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Mount Yale Investment Advisors's ASTE Position: Q3 2021 in Review

Mount Yale Investment Advisors sold out of Astec Industries (ASTE) in Q3 2021, closing a stake of 3,786 shares — an estimated $238K sold.

Mount Yale Investment Advisors first reported a position in ASTE in Q4 2020 and held it in 3 quarters. The position peaked at $287K in Q1 2021. 164 funds tracked by Wall St. Rank hold ASTE as of Q3 2021.

  • Mount Yale Investment Advisors reported no remaining Astec Industries position as of Q3 2021 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,786 Astec Industries shares in Q3 2021, an estimated $238K.
  • Mount Yale Investment Advisors first reported a position in Astec Industries in Q4 2020 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Astec Industries position peaked at $287K in Q1 2021.
  • 164 funds tracked by Wall St. Rank held Astec Industries as of Q3 2021.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.