AWA
AGX icon

Acorn Wealth Advisors’s Argan AGX Stock Holding History

Acorn Wealth Advisors’s Portfolio AGX Stock Details AGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,496
Closed -$60K – 128
2018
Q2 		$60K Buy
1,496
+257
+21% +$10K 0.05% 241
2018
Q1 		$50K Buy
1,239
+224
+22% +$9.43K 0.04% 265
2017
Q4 		$46K Buy
+1,015
New +$60.4K 0.04% 267

Other funds holding AGX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $933M AUM 56.2% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
HRCM
Hawk Ridge Capital Management Los Angeles, California $3.12B AUM 53.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Acorn Wealth Advisors's AGX Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Argan (AGX) in Q3 2018, closing a stake of 1,496 shares — an estimated $60K sold.

Acorn Wealth Advisors first reported a position in AGX in Q4 2017 and held it in 3 quarters. The position peaked at $60K in Q2 2018. 139 funds tracked by Wall St. Rank hold AGX as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Argan position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,496 Argan shares in Q3 2018, an estimated $60K.
  • Acorn Wealth Advisors first reported a position in Argan in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Argan position peaked at $60K in Q2 2018.
  • 139 funds tracked by Wall St. Rank held Argan as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.