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Steward Financial Group’s American Shared Hospital Services AMS Stock Holding History

Steward Financial Group’s Portfolio AMS Stock Details AMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$2K Buy
+1,165
New +$3.03K ﹤0.01% 919
2023
Q2 		– Sell
-1,165
Closed -$3K – 448
2023
Q1 		$3K Hold
1,165
– – ﹤0.01% 386
2022
Q4 		$3K Buy
+1,165
New +$3.23K ﹤0.01% 241

Other funds holding AMS

BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FCI
Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Steward Financial Group's AMS Position: Q3 2023 in Review

Steward Financial Group opened a new position in American Shared Hospital Services (AMS) in Q3 2023: 1,165 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #919 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in AMS as recently as Q1 2023.

Steward Financial Group first reported a position in AMS in Q4 2022 and has held it in 3 quarters since. The position peaked at $3K in Q1 2023. 21 funds tracked by Wall St. Rank hold AMS as of Q3 2023.

  • Steward Financial Group held 1,165 shares of American Shared Hospital Services worth $2K as of Q3 2023.
  • American Shared Hospital Services was a new Steward Financial Group position in Q3 2023.
  • American Shared Hospital Services made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #919 holding.
  • Steward Financial Group first reported a position in American Shared Hospital Services in Q4 2022 and has held it in 3 quarters since.
  • Steward Financial Group's American Shared Hospital Services position peaked at $3K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held American Shared Hospital Services as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.