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Vahanian & Associates Financial Planning’s Archer Aviation ACHR Stock Holding History

Vahanian & Associates Financial Planning’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 		$201K Sell
32,750
-13,050
-28% -$74.1K 0.8% 44
2023
Q3 		$232K Buy
+45,800
New +$263K 0.74% 50

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

Vahanian & Associates Financial Planning's ACHR Position: Q4 2023 in Review

Vahanian & Associates Financial Planning reduced its Archer Aviation (ACHR) stake by 28% in Q4 2023, selling an estimated $74.1K and leaving 32,750 shares worth $201K. The position accounts for 0.8% of the portfolio, ranked #44.

Vahanian & Associates Financial Planning first reported a position in ACHR in Q3 2023 and has held it in 2 quarters since. The position peaked at $232K in Q3 2023. 227 funds tracked by Wall St. Rank hold ACHR as of Q4 2023.

  • Vahanian & Associates Financial Planning held 32,750 shares of Archer Aviation worth $201K as of Q4 2023.
  • Vahanian & Associates Financial Planning sold 13,050 Archer Aviation shares in Q4 2023, an estimated $74.1K.
  • Archer Aviation made up 0.8% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #44 holding.
  • Vahanian & Associates Financial Planning first reported a position in Archer Aviation in Q3 2023 and has held it in 2 quarters since.
  • Vahanian & Associates Financial Planning's Archer Aviation position peaked at $232K in Q3 2023.
  • 227 funds tracked by Wall St. Rank held Archer Aviation as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.