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1834 Investment Advisors’s Quad QUAD Stock Holding History

1834 Investment Advisors’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,000
Closed -$25K – 464
2020
Q1 		$25K Hold
10,000
– – ﹤0.01% 289
2019
Q4 		$47K Buy
10,000
+5,000
+100% +$31.2K 0.01% 278
2019
Q3 		$53K Hold
5,000
– – 0.01% 271
2019
Q2 		$40K Buy
5,000
+2,000
+67% +$20.9K 0.01% 301
2019
Q1 		$36K Buy
3,000
+1,000
+50% +$13.4K 0.01% 300
2018
Q4 		$25K Buy
+2,000
New +$32.3K ﹤0.01% 311

Other funds holding QUAD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

1834 Investment Advisors's QUAD Position: Q2 2020 in Review

1834 Investment Advisors sold out of Quad (QUAD) in Q2 2020, closing a stake of 10,000 shares — an estimated $25K sold.

1834 Investment Advisors first reported a position in QUAD in Q4 2018 and held it in 6 quarters. The position peaked at $53K in Q3 2019. 101 funds tracked by Wall St. Rank hold QUAD as of Q2 2020.

  • 1834 Investment Advisors reported no remaining Quad position as of Q2 2020 after selling out during the quarter.
  • 1834 Investment Advisors sold 10,000 Quad shares in Q2 2020, an estimated $25K.
  • 1834 Investment Advisors first reported a position in Quad in Q4 2018 and held it in 6 quarters.
  • 1834 Investment Advisors's Quad position peaked at $53K in Q3 2019.
  • 101 funds tracked by Wall St. Rank held Quad as of Q2 2020.

Based on 1834 Investment Advisors's 13F filing for Q2 2020, filed 17 Aug 2020.