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Planned Solutions’s Aspen Aerogels ASPN Stock Holding History

Planned Solutions’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-500
Closed -$13.8K – 152
2024
Q3 		$13.8K Buy
+500
New +$12.5K 0.01% 417
2024
Q1 		– Sell
-900
Closed -$14.2K – 127
2023
Q4 		$14.2K Buy
+900
New +$9.29K 0.01% 397

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.38B AUM 71.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Planned Solutions's ASPN Position: Q4 2024 in Review

Planned Solutions sold out of Aspen Aerogels (ASPN) in Q4 2024, closing a stake of 500 shares — an estimated $13.8K sold.

Planned Solutions first reported a position in ASPN in Q4 2023 and held it in 2 quarters. The position peaked at $14.2K in Q4 2023. 231 funds tracked by Wall St. Rank hold ASPN as of Q4 2024.

  • Planned Solutions reported no remaining Aspen Aerogels position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 500 Aspen Aerogels shares in Q4 2024, an estimated $13.8K.
  • Planned Solutions first reported a position in Aspen Aerogels in Q4 2023 and held it in 2 quarters.
  • Planned Solutions's Aspen Aerogels position peaked at $14.2K in Q4 2023.
  • 231 funds tracked by Wall St. Rank held Aspen Aerogels as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.