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Sheets Smith Wealth Management’s Astec Industries ASTE Stock Holding History

Sheets Smith Wealth Management’s Portfolio ASTE Stock Details ASTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-4,992
Closed -$376K – 361
2021
Q1 		$376K Buy
4,992
+5
+0.1% +$339 0.06% 245
2020
Q4 		$289K Buy
+4,987
New +$284K 0.04% 279

Other funds holding ASTE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Sheets Smith Wealth Management's ASTE Position: Q2 2021 in Review

Sheets Smith Wealth Management sold out of Astec Industries (ASTE) in Q2 2021, closing a stake of 4,992 shares — an estimated $376K sold.

Sheets Smith Wealth Management first reported a position in ASTE in Q4 2020 and held it in 2 quarters. The position peaked at $376K in Q1 2021. 171 funds tracked by Wall St. Rank hold ASTE as of Q2 2021.

  • Sheets Smith Wealth Management reported no remaining Astec Industries position as of Q2 2021 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 4,992 Astec Industries shares in Q2 2021, an estimated $376K.
  • Sheets Smith Wealth Management first reported a position in Astec Industries in Q4 2020 and held it in 2 quarters.
  • Sheets Smith Wealth Management's Astec Industries position peaked at $376K in Q1 2021.
  • 171 funds tracked by Wall St. Rank held Astec Industries as of Q2 2021.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2021, filed 3 Aug 2021.