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AINC

NewEdge Advisors’s Ashford Inc. AINC Stock Holding History

NewEdge Advisors’s Portfolio AINC Stock Details AINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-49
Closed -$302 – 3902
2023
Q3 		$302 Hold
49
– – ﹤0.01% 3291
2023
Q2 		$477 Hold
49
– – ﹤0.01% 3318
2023
Q1 		$622 Hold
49
– – ﹤0.01% 3219
2022
Q4 		$1 Buy
+49
New +$729 ﹤0.01% 4060

Other funds holding AINC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SWP
Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors's AINC Position: Q4 2023 in Review

NewEdge Advisors sold out of Ashford Inc. (AINC) in Q4 2023, closing a stake of 49 shares — an estimated $302 sold.

NewEdge Advisors first reported a position in AINC in Q4 2022 and held it in 4 quarters. The position peaked at $622 in Q1 2023. 20 funds tracked by Wall St. Rank hold AINC as of Q4 2023.

  • NewEdge Advisors reported no remaining Ashford Inc. position as of Q4 2023 after selling out during the quarter.
  • NewEdge Advisors sold 49 Ashford Inc. shares in Q4 2023, an estimated $302.
  • NewEdge Advisors first reported a position in Ashford Inc. in Q4 2022 and held it in 4 quarters.
  • NewEdge Advisors's Ashford Inc. position peaked at $622 in Q1 2023.
  • 20 funds tracked by Wall St. Rank held Ashford Inc. as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.