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Optimum Investment Advisors’s Astec Industries ASTE Stock Holding History

Optimum 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
2022
Q2 		– Sell
-100
Closed -$4K – 827
2022
Q1 		$4K Hold
100
– – ﹤0.01% 746
2021
Q4 		$7K Sell
100
-600
-86% -$37.6K ﹤0.01% 703
2021
Q3 		$38K Sell
700
-425
-38% -$25.1K 0.02% 501
2021
Q2 		$71K Buy
1,125
+300
+36% +$20.9K 0.02% 434
2021
Q1 		$62K Buy
+825
New +$55.9K 0.02% 451

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Optimum Investment Advisors's ASTE Position: Q2 2022 in Review

Optimum Investment Advisors sold out of Astec Industries (ASTE) in Q2 2022, closing a stake of 100 shares — an estimated $4K sold.

Optimum Investment Advisors first reported a position in ASTE in Q1 2021 and held it in 5 quarters. The position peaked at $71K in Q2 2021. 158 funds tracked by Wall St. Rank hold ASTE as of Q2 2022.

  • Optimum Investment Advisors reported no remaining Astec Industries position as of Q2 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 100 Astec Industries shares in Q2 2022, an estimated $4K.
  • Optimum Investment Advisors first reported a position in Astec Industries in Q1 2021 and held it in 5 quarters.
  • Optimum Investment Advisors's Astec Industries position peaked at $71K in Q2 2021.
  • 158 funds tracked by Wall St. Rank held Astec Industries as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.