PFA
NYC

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

Professional 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
Q1 		– Sell
-36
Closed -$3K – 501
2021
Q4 		$3K Buy
+36
New +$2.17K ﹤0.01% 412

Other funds holding NYC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
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
PFA
Plotkin Financial Advisors Chevy Chase, Maryland $199M AUM 19.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Professional Financial Advisors's NYC Position: Q1 2022 in Review

Professional Financial Advisors sold out of American Strategic Investment Co (NYC) in Q1 2022, closing a stake of 36 shares — an estimated $3K sold.

Professional Financial Advisors first reported a position in NYC in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 53 funds tracked by Wall St. Rank hold NYC as of Q1 2022.

  • Professional Financial Advisors reported no remaining American Strategic Investment Co position as of Q1 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 36 American Strategic Investment Co shares in Q1 2022, an estimated $3K.
  • Professional Financial Advisors first reported a position in American Strategic Investment Co in Q4 2021 and held it in 1 quarter.
  • Professional Financial Advisors's American Strategic Investment Co position peaked at $3K in Q4 2021.
  • 53 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q1 2022.

Based on Professional Financial Advisors's 13F filing for Q1 2022, filed 5 May 2022.