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Tyler-Stone Wealth Management’s Aspen Aerogels ASPN Stock Holding History

Tyler-Stone Wealth Management’s Portfolio ASPN Stock Details ASPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-200
Closed -$4.77K – 349
2024
Q2 		$4.77K Hold
200
– – ﹤0.01% 768
2024
Q1 		$3.52K Hold
200
– – ﹤0.01% 790
2023
Q4 		$3.16K Buy
+200
New +$2.06K ﹤0.01% 772

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $1B AUM 29.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OCMI
Oaktop Capital Management II Chatham, New Jersey $2.35B AUM 214.39% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
NIM
Needham Investment Management New York $3.33B AUM 163.16% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Tyler-Stone Wealth Management's ASPN Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Aspen Aerogels (ASPN) in Q3 2024, closing a stake of 200 shares — an estimated $4.77K sold.

Tyler-Stone Wealth Management first reported a position in ASPN in Q4 2023 and held it in 3 quarters. The position peaked at $4.77K in Q2 2024. 243 funds tracked by Wall St. Rank hold ASPN as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Aspen Aerogels position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 200 Aspen Aerogels shares in Q3 2024, an estimated $4.77K.
  • Tyler-Stone Wealth Management first reported a position in Aspen Aerogels in Q4 2023 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's Aspen Aerogels position peaked at $4.77K in Q2 2024.
  • 243 funds tracked by Wall St. Rank held Aspen Aerogels as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.