AF
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Allworth Financial’s American Vanguard Corp AVD Stock Holding History

Allworth Financial’s Portfolio AVD Stock Details AVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$932 Buy
374
+190
+103% +$809 ﹤0.01% 4590
2025
Q4 		$703 Sell
184
-352
-66% -$1.65K ﹤0.01% 4459
2025
Q3 		$3.08K Buy
536
+307
+134% +$1.46K ﹤0.01% 3808
2025
Q2 		$898 Buy
229
+196
+594% +$817 ﹤0.01% 3988
2025
Q1 		$139 Hold
33
– – ﹤0.01% 3922
2024
Q4 		$172 Hold
33
– – ﹤0.01% 3811
2024
Q3 		$175 Hold
33
– – ﹤0.01% 3623
2024
Q2 		$302 Hold
33
– – ﹤0.01% 3491
2024
Q1 		$428 Buy
+33
New +$362 ﹤0.01% 3320
2023
Q4 		– Sell
-12
Closed -$132 – 3472
2023
Q3 		$132 Sell
12
-52
-81% -$791 ﹤0.01% 3291
2023
Q2 		$1.14K Buy
+64
New +$1.18K ﹤0.01% 2690

Other funds holding AVD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return