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TFO Wealth Partners’s Astec Industries ASTE Stock Holding History

TFO Wealth Partners’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
2024
Q1 		– Sell
-3
Closed -$112 – 804
2023
Q4 		$112 Hold
3
– – ﹤0.01% 778
2023
Q3 		$136 Buy
+3
New +$148 ﹤0.01% 929

Other funds holding ASTE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
SBH
Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFO Wealth Partners's ASTE Position: Q1 2024 in Review

TFO Wealth Partners sold out of Astec Industries (ASTE) in Q1 2024, closing a stake of 3 shares — an estimated $112 sold.

TFO Wealth Partners first reported a position in ASTE in Q3 2023 and held it in 2 quarters. The position peaked at $136 in Q3 2023. 168 funds tracked by Wall St. Rank hold ASTE as of Q1 2024.

  • TFO Wealth Partners reported no remaining Astec Industries position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Astec Industries shares in Q1 2024, an estimated $112.
  • TFO Wealth Partners first reported a position in Astec Industries in Q3 2023 and held it in 2 quarters.
  • TFO Wealth Partners's Astec Industries position peaked at $136 in Q3 2023.
  • 168 funds tracked by Wall St. Rank held Astec Industries as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.