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SWM
Spire Wealth Management’s
Ardmore Shipping
ASC
Stock Holding History
Spire Wealth Management’s Portfolio
ASC Stock Details
ASC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-590
Closed
-$6.25K
–
2259
2025
Q4
$6.25K
Sell
590
-1,795
-75%
-$21.3K
﹤0.01%
1862
2025
Q3
$28.3K
Hold
2,385
–
–
﹤0.01%
1410
2025
Q2
$22.9K
Sell
2,385
-698
-23%
-$6.72K
﹤0.01%
1467
2025
Q1
$30.2K
Buy
3,083
+5
+0.2%
+$55
﹤0.01%
1471
2024
Q4
$37.4K
Buy
3,078
+134
+5%
+$1.82K
﹤0.01%
1400
2024
Q3
$53.3K
Sell
2,944
-9
-0.3%
-$174
﹤0.01%
1114
2024
Q2
$66.5K
Sell
2,953
-1,992
-40%
-$39.3K
﹤0.01%
1024
2024
Q1
$81.2K
Buy
4,945
+554
+13%
+$8.82K
﹤0.01%
1051
2023
Q4
$68.4K
Buy
4,391
+1
+0%
+$14
﹤0.01%
1101
2023
Q3
$57.1K
Hold
4,390
–
–
﹤0.01%
1126
2023
Q2
$54.2K
Sell
4,390
-230
-5%
-$3.07K
﹤0.01%
1168
2023
Q1
$68.7K
Buy
4,620
+1,515
+49%
+$23.8K
﹤0.01%
1072
2022
Q4
$45K
Sell
3,105
-110
-3%
-$1.46K
﹤0.01%
1021
2022
Q3
$29K
Sell
3,215
-2,795
-47%
-$24.9K
﹤0.01%
1158
2022
Q2
$42K
Sell
6,010
-6,010
-50%
-$40.2K
﹤0.01%
1360
2022
Q1
$54K
Hold
12,020
–
–
﹤0.01%
1418
2021
Q4
$41K
Hold
12,020
–
–
﹤0.01%
1813
2021
Q3
$50K
Buy
12,020
+160
+1%
+$567
﹤0.01%
1471
2021
Q2
$50K
Hold
11,860
–
–
﹤0.01%
1480
2021
Q1
$54K
Buy
+11,860
New
+$48.1K
﹤0.01%
1687
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$920M AUM
86.47%
1-Year Est. Return
ACB
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Boston, Massachusetts
$1.61B AUM
19.82%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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