AllSquare Wealth Management’s Avis CAR Stock Holding History

AllSquare Wealth Management’s Portfolio CAR Stock Details CAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-81	Closed	-$3K	–	457
2018 Q3	$3K	Hold	81	–	–	﹤0.01%	429
2018 Q2	$3K	Hold	81	–	–	﹤0.01%	426
2018 Q1	$4K	Hold	81	–	–	﹤0.01%	335
2017 Q4	$4K	Hold	81	–	–	﹤0.01%	333
2017 Q3	$3K	Hold	81	–	–	﹤0.01%	320
2017 Q2	$2K	Hold	81	–	–	﹤0.01%	157
2017 Q1	$2K	Buy	+81	New	+$2.81K	﹤0.01%	326

Other funds holding CAR

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GCM

Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

AllSquare Wealth Management's CAR Position: Q4 2018 in Review

AllSquare Wealth Management sold out of Avis (CAR) in Q4 2018, closing a stake of 81 shares — an estimated $3K sold.

AllSquare Wealth Management first reported a position in CAR in Q1 2017 and held it in 7 quarters. The position peaked at $4K in Q1 2018. 242 funds tracked by Wall St. Rank hold CAR as of Q4 2018.

AllSquare Wealth Management reported no remaining Avis position as of Q4 2018 after selling out during the quarter.
AllSquare Wealth Management sold 81 Avis shares in Q4 2018, an estimated $3K.
AllSquare Wealth Management first reported a position in Avis in Q1 2017 and held it in 7 quarters.
AllSquare Wealth Management's Avis position peaked at $4K in Q1 2018.
242 funds tracked by Wall St. Rank held Avis as of Q4 2018.

Based on AllSquare Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.