WIM
NYC

WealthPlan Investment Management’s American Strategic Investment Co NYC Stock Holding History

WealthPlan Investment Management’s Portfolio NYC Stock Details NYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-125
Closed -$989 – 283
2023
Q2 		$989 Hold
125
– – ﹤0.01% 334
2023
Q1 		$1.06K Buy
+125
New +$1.46K ﹤0.01% 406

Other funds holding NYC

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
WTA
Washington Trust Advisors Wellesley, Massachusetts $1.35B AUM 28.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $608M AUM 31.28% 1-Year Est. Return

WealthPlan Investment Management's NYC Position: Q3 2023 in Review

WealthPlan Investment Management sold out of American Strategic Investment Co (NYC) in Q3 2023, closing a stake of 125 shares — an estimated $989 sold.

WealthPlan Investment Management first reported a position in NYC in Q1 2023 and held it in 2 quarters. The position peaked at $1.06K in Q1 2023. 25 funds tracked by Wall St. Rank hold NYC as of Q3 2023.

  • WealthPlan Investment Management reported no remaining American Strategic Investment Co position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 125 American Strategic Investment Co shares in Q3 2023, an estimated $989.
  • WealthPlan Investment Management first reported a position in American Strategic Investment Co in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's American Strategic Investment Co position peaked at $1.06K in Q1 2023.
  • 25 funds tracked by Wall St. Rank held American Strategic Investment Co as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.