RA
NYC

Rise Advisors’s American Strategic Investment Co NYC Stock Holding History

Rise 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
2023
Q2 		– Sell
-25
Closed -$213 – 760
2023
Q1 		$213 Sell
25
-1
-4% -$12 ﹤0.01% 782
2022
Q4 		$365 Hold
26
– – ﹤0.01% 724
2022
Q3 		$1K Hold
26
– – ﹤0.01% 652
2022
Q2 		$1K Buy
+26
New +$1.97K ﹤0.01% 655

Other funds holding NYC

Vanguard Group
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.24B AUM 22.58% 1-Year Est. Return

Rise Advisors's NYC Position: Q2 2023 in Review

Rise Advisors sold out of American Strategic Investment Co (NYC) in Q2 2023, closing a stake of 25 shares — an estimated $213 sold.

Rise Advisors first reported a position in NYC in Q2 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 24 funds tracked by Wall St. Rank hold NYC as of Q2 2023.

  • Rise Advisors reported no remaining American Strategic Investment Co position as of Q2 2023 after selling out during the quarter.
  • Rise Advisors sold 25 American Strategic Investment Co shares in Q2 2023, an estimated $213.
  • Rise Advisors first reported a position in American Strategic Investment Co in Q2 2022 and held it in 4 quarters.
  • Rise Advisors's American Strategic Investment Co position peaked at $1K in Q3 2022.
  • 24 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.