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Sequoia Financial Advisors’s Ardmore Shipping ASC Stock Holding History

Sequoia Financial Advisors’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
2025
Q1 		– Sell
-28,899
Closed -$351K – 1380
2024
Q4 		$351K Buy
28,899
+11,514
+66% +$156K ﹤0.01% 950
2024
Q3 		$315K Buy
17,385
+60
+0.3% +$1.16K ﹤0.01% 943
2024
Q2 		$390K Hold
17,325
– – ﹤0.01% 787
2024
Q1 		$284K Buy
17,325
+52
+0.3% +$828 ﹤0.01% 883
2023
Q4 		$243K Buy
17,273
+12
+0.1% +$162 ﹤0.01% 1017
2023
Q3 		$225K Hold
17,261
– – ﹤0.01% 812
2023
Q2 		$213K Hold
17,261
– – ﹤0.01% 846
2023
Q1 		$257K Hold
17,261
– – 0.01% 679
2022
Q4 		$249K Buy
+17,261
New +$229K 0.01% 649

Other funds holding ASC

Dimensional Fund Advisors
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

Sequoia Financial Advisors's ASC Position: Q1 2025 in Review

Sequoia Financial Advisors sold out of Ardmore Shipping (ASC) in Q1 2025, closing a stake of 28,899 shares — an estimated $351K sold.

Sequoia Financial Advisors first reported a position in ASC in Q4 2022 and held it in 9 quarters. The position peaked at $390K in Q2 2024. 158 funds tracked by Wall St. Rank hold ASC as of Q1 2025.

  • Sequoia Financial Advisors reported no remaining Ardmore Shipping position as of Q1 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 28,899 Ardmore Shipping shares in Q1 2025, an estimated $351K.
  • Sequoia Financial Advisors first reported a position in Ardmore Shipping in Q4 2022 and held it in 9 quarters.
  • Sequoia Financial Advisors's Ardmore Shipping position peaked at $390K in Q2 2024.
  • 158 funds tracked by Wall St. Rank held Ardmore Shipping as of Q1 2025.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.