TrueWealth Advisors’s Aerojet Rocketdyne Holdings AJRD Stock Holding History

TrueWealth Advisors’s Portfolio AJRD Stock Details AJRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,158	Closed	-$338K	–	209
2023 Q2	$338K	Hold	6,158	–	–	0.14%	114
2023 Q1	$346K	Hold	6,158	–	–	0.15%	116
2022 Q4	$344K	Buy	+6,158	New	+$305K	0.15%	115

Other funds holding AJRD

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

TrueWealth Advisors's AJRD Position: Q3 2023 in Review

TrueWealth Advisors sold out of Aerojet Rocketdyne Holdings (AJRD) in Q3 2023, closing a stake of 6,158 shares — an estimated $338K sold.

TrueWealth Advisors first reported a position in AJRD in Q4 2022 and held it in 3 quarters. The position peaked at $346K in Q1 2023. 2 funds tracked by Wall St. Rank hold AJRD as of Q3 2023.

TrueWealth Advisors reported no remaining Aerojet Rocketdyne Holdings position as of Q3 2023 after selling out during the quarter.
TrueWealth Advisors sold 6,158 Aerojet Rocketdyne Holdings shares in Q3 2023, an estimated $338K.
TrueWealth Advisors first reported a position in Aerojet Rocketdyne Holdings in Q4 2022 and held it in 3 quarters.
TrueWealth Advisors's Aerojet Rocketdyne Holdings position peaked at $346K in Q1 2023.
2 funds tracked by Wall St. Rank held Aerojet Rocketdyne Holdings as of Q3 2023.

Based on TrueWealth Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.