Plotkin Financial Advisors’s American Strategic Investment Co NYC Stock Holding History

Plotkin Financial Advisors’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
2022 Q2	–	Sell	-9,078	Closed	-$959K	–	79
2022 Q1	$959K	Sell	9,078 -3,828	-30%	-$356K	0.67%	27
2021 Q4	$1.1M	Sell	12,906 -2,794	-18%	-$168K	0.69%	28
2021 Q3	$1.01M	Buy	15,700 +3,871	+33%	+$335K	0.6%	33
2021 Q2	$1.24M	Sell	11,829 -329	-3%	-$27.2K	0.69%	37
2021 Q1	$836K	Buy	12,158 +3,861	+47%	+$287K	0.51%	37
2020 Q4	$538K	Buy	8,297 +4,241	+105%	+$351K	0.36%	36
2020 Q3	$396K	Buy	+4,056	New	+$423K	0.44%	42

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

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

AWM

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Plotkin Financial Advisors's NYC Position: Q2 2022 in Review

Plotkin Financial Advisors sold out of American Strategic Investment Co (NYC) in Q2 2022, closing a stake of 9,078 shares — an estimated $959K sold.

Plotkin Financial Advisors first reported a position in NYC in Q3 2020 and held it in 7 quarters. The position peaked at $1.24M in Q2 2021. 52 funds tracked by Wall St. Rank hold NYC as of Q2 2022.

Plotkin Financial Advisors reported no remaining American Strategic Investment Co position as of Q2 2022 after selling out during the quarter.
Plotkin Financial Advisors sold 9,078 American Strategic Investment Co shares in Q2 2022, an estimated $959K.
Plotkin Financial Advisors first reported a position in American Strategic Investment Co in Q3 2020 and held it in 7 quarters.
Plotkin Financial Advisors's American Strategic Investment Co position peaked at $1.24M in Q2 2021.
52 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q2 2022.

Based on Plotkin Financial Advisors's 13F filing for Q2 2022, filed 15 Nov 2024.