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Sugarloaf Wealth Management’s Archer Aviation ACHR Stock Holding History

Sugarloaf Wealth Management’s Portfolio ACHR Stock Details ACHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-2,000
Closed -$10.1K – 684
2023
Q3 		$10.1K Hold
2,000
– – ﹤0.01% 464
2023
Q2 		$8.24K Buy
+2,000
New +$5.64K ﹤0.01% 497

Other funds holding ACHR

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sugarloaf Wealth Management's ACHR Position: Q4 2023 in Review

Sugarloaf Wealth Management sold out of Archer Aviation (ACHR) in Q4 2023, closing a stake of 2,000 shares — an estimated $10.1K sold.

Sugarloaf Wealth Management first reported a position in ACHR in Q2 2023 and held it in 2 quarters. The position peaked at $10.1K in Q3 2023. 227 funds tracked by Wall St. Rank hold ACHR as of Q4 2023.

  • Sugarloaf Wealth Management reported no remaining Archer Aviation position as of Q4 2023 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 2,000 Archer Aviation shares in Q4 2023, an estimated $10.1K.
  • Sugarloaf Wealth Management first reported a position in Archer Aviation in Q2 2023 and held it in 2 quarters.
  • Sugarloaf Wealth Management's Archer Aviation position peaked at $10.1K in Q3 2023.
  • 227 funds tracked by Wall St. Rank held Archer Aviation as of Q4 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.