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SVA Wealth Management’s Amesite AMST Stock Holding History

SVA Wealth Management’s Portfolio AMST Stock Details AMST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$82K Buy
+1,417
New +$77.8K 0.01% 226

Other funds holding AMST

LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SVA Wealth Management's AMST Position: Q4 2020 in Review

SVA Wealth Management opened a new position in Amesite (AMST) in Q4 2020: 1,417 shares worth $82K. The stake represents 0.01% of the portfolio and ranks #226 among its holdings.

6 funds tracked by Wall St. Rank hold AMST as of Q4 2020.

  • SVA Wealth Management held 1,417 shares of Amesite worth $82K as of Q4 2020.
  • Amesite was a new SVA Wealth Management position in Q4 2020.
  • Amesite made up 0.01% of SVA Wealth Management's portfolio in Q4 2020, its #226 holding.
  • 6 funds tracked by Wall St. Rank held Amesite as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.