AWA
ADV icon

Aaron Wealth Advisors’s Advantage Solutions ADV Stock Holding History

Aaron Wealth Advisors’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-13
Closed -$2K – 201
2022
Q1 		$2K Buy
+13
New +$2.25K ﹤0.01% 914

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $962M AUM 35.11% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $52.9M AUM 2.04% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $4.82B AUM 35.43% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return

Aaron Wealth Advisors's ADV Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Advantage Solutions (ADV) in Q2 2022, closing a stake of 13 shares — an estimated $2K sold.

Aaron Wealth Advisors first reported a position in ADV in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 91 funds tracked by Wall St. Rank hold ADV as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Advantage Solutions position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 13 Advantage Solutions shares in Q2 2022, an estimated $2K.
  • Aaron Wealth Advisors first reported a position in Advantage Solutions in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Advantage Solutions position peaked at $2K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held Advantage Solutions as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.