Northwestern Mutual Wealth Management’s American Strategic Investment Co NYC Stock Holding History

Northwestern Mutual Wealth Management’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
2021 Q4	–	Sell	-351	Closed	-$23K	–	3270
2021 Q3	$23K	Buy	351 +96	+38%	+$8.3K	﹤0.01%	2174
2021 Q2	$27K	Sell	255 -29	-10%	-$2.4K	﹤0.01%	2072
2021 Q1	$19K	Buy	284 +115	+68%	+$8.55K	﹤0.01%	2072
2020 Q4	$11K	Buy	169 +81	+92%	+$6.71K	﹤0.01%	2156
2020 Q3	$9K	Buy	+88	New	+$9.17K	﹤0.01%	2021

Other funds holding NYC

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PFA

Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return

Northwestern Mutual Wealth Management's NYC Position: Q4 2021 in Review

Northwestern Mutual Wealth Management sold out of American Strategic Investment Co (NYC) in Q4 2021, closing a stake of 351 shares — an estimated $23K sold.

Northwestern Mutual Wealth Management first reported a position in NYC in Q3 2020 and held it in 5 quarters. The position peaked at $27K in Q2 2021. 51 funds tracked by Wall St. Rank hold NYC as of Q4 2021.

Northwestern Mutual Wealth Management reported no remaining American Strategic Investment Co position as of Q4 2021 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 351 American Strategic Investment Co shares in Q4 2021, an estimated $23K.
Northwestern Mutual Wealth Management first reported a position in American Strategic Investment Co in Q3 2020 and held it in 5 quarters.
Northwestern Mutual Wealth Management's American Strategic Investment Co position peaked at $27K in Q2 2021.
51 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q4 2021.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.