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Orion Portfolio Solutions’s Ardmore Shipping ASC Stock Holding History

Orion Portfolio Solutions’s Portfolio ASC Stock Details ASC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,564
Closed -$213K – 1883
2024
Q4 		$213K Buy
+17,564
New +$239K ﹤0.01% 1727
2020
Q1 		– Sell
-174
Closed -$2K – 1894
2019
Q4 		$2K Buy
+174
New +$1.45K ﹤0.01% 1479

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Orion Portfolio Solutions's ASC Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of Ardmore Shipping (ASC) in Q1 2025, closing a stake of 17,564 shares — an estimated $213K sold.

Orion Portfolio Solutions first reported a position in ASC in Q4 2019 and held it in 2 quarters. The position peaked at $213K in Q4 2024. 158 funds tracked by Wall St. Rank hold ASC as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining Ardmore Shipping position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 17,564 Ardmore Shipping shares in Q1 2025, an estimated $213K.
  • Orion Portfolio Solutions first reported a position in Ardmore Shipping in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Ardmore Shipping position peaked at $213K in Q4 2024.
  • 158 funds tracked by Wall St. Rank held Ardmore Shipping as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.