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Precision Wealth Strategies’s Aspen Aerogels ASPN Stock Holding History

Precision Wealth Strategies’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
-12,551
Closed -$348K – 113
2024
Q3 		$348K Buy
+12,551
New +$314K 0.32% 85

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
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
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Precision Wealth Strategies's ASPN Position: Q4 2024 in Review

Precision Wealth Strategies sold out of Aspen Aerogels (ASPN) in Q4 2024, closing a stake of 12,551 shares — an estimated $348K sold.

Precision Wealth Strategies first reported a position in ASPN in Q3 2024 and held it in 1 quarter. The position peaked at $348K in Q3 2024. 231 funds tracked by Wall St. Rank hold ASPN as of Q4 2024.

  • Precision Wealth Strategies reported no remaining Aspen Aerogels position as of Q4 2024 after selling out during the quarter.
  • Precision Wealth Strategies sold 12,551 Aspen Aerogels shares in Q4 2024, an estimated $348K.
  • Precision Wealth Strategies first reported a position in Aspen Aerogels in Q3 2024 and held it in 1 quarter.
  • Precision Wealth Strategies's Aspen Aerogels position peaked at $348K in Q3 2024.
  • 231 funds tracked by Wall St. Rank held Aspen Aerogels as of Q4 2024.

Based on Precision Wealth Strategies's 13F filing for Q4 2024, filed 24 Jan 2025.