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Private Wealth Management Group’s Astec Industries ASTE Stock Holding History

Private Wealth Management Group’s Portfolio ASTE Stock Details ASTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-30
Closed -$1.31K – 1507
2024
Q1 		$1.31K Hold
30
– – ﹤0.01% 1154
2023
Q4 		$1.12K Buy
+30
New +$1.1K ﹤0.01% 1224

Other funds holding ASTE

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Wealth Management Group's ASTE Position: Q2 2024 in Review

Private Wealth Management Group sold out of Astec Industries (ASTE) in Q2 2024, closing a stake of 30 shares — an estimated $1.31K sold.

Private Wealth Management Group first reported a position in ASTE in Q4 2023 and held it in 2 quarters. The position peaked at $1.31K in Q1 2024. 148 funds tracked by Wall St. Rank hold ASTE as of Q2 2024.

  • Private Wealth Management Group reported no remaining Astec Industries position as of Q2 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 30 Astec Industries shares in Q2 2024, an estimated $1.31K.
  • Private Wealth Management Group first reported a position in Astec Industries in Q4 2023 and held it in 2 quarters.
  • Private Wealth Management Group's Astec Industries position peaked at $1.31K in Q1 2024.
  • 148 funds tracked by Wall St. Rank held Astec Industries as of Q2 2024.

Based on Private Wealth Management Group's 13F filing for Q2 2024, filed 13 Aug 2024.