SL
NYC

Salomon & Ludwin’s American Strategic Investment Co NYC Stock Holding History

Salomon & Ludwin’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
2024
Q1 		– Sell
-62
Closed -$564 – 876
2023
Q4 		$564 Hold
62
– – ﹤0.01% 714
2023
Q3 		$564 Buy
+62
New +$448 ﹤0.01% 711

Other funds holding NYC

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TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $5.64B AUM
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Salomon & Ludwin's NYC Position: Q1 2024 in Review

Salomon & Ludwin sold out of American Strategic Investment Co (NYC) in Q1 2024, closing a stake of 62 shares — an estimated $564 sold.

Salomon & Ludwin first reported a position in NYC in Q3 2023 and held it in 2 quarters. The position peaked at $564 in Q4 2023. 18 funds tracked by Wall St. Rank hold NYC as of Q1 2024.

  • Salomon & Ludwin reported no remaining American Strategic Investment Co position as of Q1 2024 after selling out during the quarter.
  • Salomon & Ludwin sold 62 American Strategic Investment Co shares in Q1 2024, an estimated $564.
  • Salomon & Ludwin first reported a position in American Strategic Investment Co in Q3 2023 and held it in 2 quarters.
  • Salomon & Ludwin's American Strategic Investment Co position peaked at $564 in Q4 2023.
  • 18 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q1 2024.

Based on Salomon & Ludwin's 13F filing for Q1 2024, filed 2 May 2024.