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WR Wealth Planners’s Aspen Aerogels ASPN Stock Holding History

WR Wealth Planners’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
Q4 		$143 Hold
12
– – ﹤0.01% 1073
2024
Q3 		$332 Hold
12
– – ﹤0.01% 1082
2024
Q2 		$286 Hold
12
– – ﹤0.01% 1092
2024
Q1 		$211 Buy
+12
New +$177 ﹤0.01% 1129

Other funds holding ASPN

KL
KIM LLC Wichita, Kansas $976M AUM 0.91% 1-Year Est. Return
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
OCMI
Oaktop Capital Management II Chatham, New Jersey $1.34B AUM 114.5% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TAM
Telemark Asset Management Boston, Massachusetts $1.08B AUM 70.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WR Wealth Planners's ASPN Position: Q4 2024 in Review

WR Wealth Planners held its Aspen Aerogels (ASPN) position steady in Q4 2024 at 12 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

WR Wealth Planners first reported a position in ASPN in Q1 2024 and has held it in 4 quarters since. The position peaked at $332 in Q3 2024. 231 funds tracked by Wall St. Rank hold ASPN as of Q4 2024.

  • WR Wealth Planners held 12 shares of Aspen Aerogels worth $143 as of Q4 2024.
  • WR Wealth Planners left its Aspen Aerogels share count unchanged in Q4 2024.
  • Aspen Aerogels made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1073 holding.
  • WR Wealth Planners first reported a position in Aspen Aerogels in Q1 2024 and has held it in 4 quarters since.
  • WR Wealth Planners's Aspen Aerogels position peaked at $332 in Q3 2024.
  • 231 funds tracked by Wall St. Rank held Aspen Aerogels as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.