Raffa Wealth Management’s Ardmore Shipping ASC Stock Holding History

Raffa Wealth Management’s Portfolio ASC Stock Details ASC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-58	Closed	-$530	–	1073
2022 Q3	$530	Buy	+58	New	+$517	﹤0.01%	1020
2021 Q3	–	Sell	-123	Closed	-$519	–	1115
2021 Q2	$519	Hold	123	–	–	﹤0.01%	1040
2021 Q1	$558	Hold	123	–	–	﹤0.01%	1026
2020 Q4	$402	Hold	123	–	–	﹤0.01%	879
2020 Q3	$438	Hold	123	–	–	﹤0.01%	830
2020 Q2	$534	Hold	123	–	–	﹤0.01%	800
2020 Q1	$646	Hold	123	–	–	﹤0.01%	694
2019 Q4	$1.11K	Hold	123	–	–	﹤0.01%	586
2019 Q3	$823	Buy	+123	New	+$862	﹤0.01%	659
2019 Q2	–	Sell	-123	Closed	-$758	–	785
2019 Q1	$758	Hold	123	–	–	﹤0.01%	659
2018 Q4	$574	Hold	123	–	–	﹤0.01%	710
2018 Q3	$800	Hold	123	–	–	﹤0.01%	705
2018 Q2	$1.01K	Hold	123	–	–	﹤0.01%	573
2018 Q1	$935	Buy	+123	New	+$934	﹤0.01%	600
2017 Q1	–	Sell	-80	Closed	-$592	–	410
2016 Q4	$592	Buy	+80	New	+$536	﹤0.01%	676

Other funds holding ASC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ACB

Aristotle Capital Boston Boston, Massachusetts $1.49B AUM 32.81% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

RBF Capital San Francisco, California $2.41B AUM 39.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Raffa Wealth Management's ASC Position: Q4 2022 in Review

Raffa Wealth Management sold out of Ardmore Shipping (ASC) in Q4 2022, closing a stake of 58 shares — an estimated $530 sold.

Raffa Wealth Management first reported a position in ASC in Q4 2016 and held it in 15 quarters. The position peaked at $1.11K in Q4 2019. 143 funds tracked by Wall St. Rank hold ASC as of Q4 2022.

Raffa Wealth Management reported no remaining Ardmore Shipping position as of Q4 2022 after selling out during the quarter.
Raffa Wealth Management sold 58 Ardmore Shipping shares in Q4 2022, an estimated $530.
Raffa Wealth Management first reported a position in Ardmore Shipping in Q4 2016 and held it in 15 quarters.
Raffa Wealth Management's Ardmore Shipping position peaked at $1.11K in Q4 2019.
143 funds tracked by Wall St. Rank held Ardmore Shipping as of Q4 2022.

Based on Raffa Wealth Management's 13F filing for Q4 2022, filed 27 Jul 2026.