MSWM
ACHR icon

Mowery & Schoenfeld Wealth Management’s Archer Aviation ACHR Stock Holding History

Mowery & Schoenfeld Wealth Management’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
2024
Q2 		– Sell
-50
Closed -$231 – 214
2024
Q1 		$231 Hold
50
– – ﹤0.01% 158
2023
Q4 		$307 Buy
+50
New +$284 ﹤0.01% 162

Other funds holding ACHR

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ACHR Position: Q2 2024 in Review

Mowery & Schoenfeld Wealth Management sold out of Archer Aviation (ACHR) in Q2 2024, closing a stake of 50 shares — an estimated $231 sold.

Mowery & Schoenfeld Wealth Management first reported a position in ACHR in Q4 2023 and held it in 2 quarters. The position peaked at $307 in Q4 2023. 217 funds tracked by Wall St. Rank hold ACHR as of Q2 2024.

  • Mowery & Schoenfeld Wealth Management reported no remaining Archer Aviation position as of Q2 2024 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 50 Archer Aviation shares in Q2 2024, an estimated $231.
  • Mowery & Schoenfeld Wealth Management first reported a position in Archer Aviation in Q4 2023 and held it in 2 quarters.
  • Mowery & Schoenfeld Wealth Management's Archer Aviation position peaked at $307 in Q4 2023.
  • 217 funds tracked by Wall St. Rank held Archer Aviation as of Q2 2024.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.