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Plante Moran Financial Advisors’s Amesite AMST Stock Holding History

Plante Moran Financial Advisors’s Portfolio AMST Stock Details AMST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-125
Closed -$326 – 789
2023
Q1 		$326 Buy
+125
New +$406 ﹤0.01% 758

Other funds holding AMST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Plante Moran Financial Advisors's AMST Position: Q2 2023 in Review

Plante Moran Financial Advisors sold out of Amesite (AMST) in Q2 2023, closing a stake of 125 shares — an estimated $326 sold.

Plante Moran Financial Advisors first reported a position in AMST in Q1 2023 and held it in 1 quarter. The position peaked at $326 in Q1 2023. 7 funds tracked by Wall St. Rank hold AMST as of Q2 2023.

  • Plante Moran Financial Advisors reported no remaining Amesite position as of Q2 2023 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 125 Amesite shares in Q2 2023, an estimated $326.
  • Plante Moran Financial Advisors first reported a position in Amesite in Q1 2023 and held it in 1 quarter.
  • Plante Moran Financial Advisors's Amesite position peaked at $326 in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Amesite as of Q2 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.