AF
AVO icon

Allworth Financial’s Mission Produce AVO Stock Holding History

Allworth Financial’s Portfolio AVO Stock Details AVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.16K Buy
375
+15
+4% +$200 ﹤0.01% 3942
2025
Q4 		$4.18K Buy
360
+32
+10% +$383 ﹤0.01% 3819
2025
Q3 		$3.94K Buy
328
+188
+134% +$2.32K ﹤0.01% 3686
2025
Q2 		$1.64K Buy
140
+14
+11% +$152 ﹤0.01% 3791
2025
Q1 		$1.33K Hold
126
– – ﹤0.01% 3370
2024
Q4 		$1.5K Hold
126
– – ﹤0.01% 3262
2024
Q3 		$1.62K Hold
126
– – ﹤0.01% 3047
2024
Q2 		$1.36K Hold
126
– – ﹤0.01% 3061
2024
Q1 		$1.5K Hold
126
– – ﹤0.01% 2935
2023
Q4 		$1.27K Sell
126
-1,241
-91% -$11.5K ﹤0.01% 2870
2023
Q3 		$13.2K Buy
+1,367
New +$14.5K ﹤0.01% 1739
2023
Q2 		– Sell
-87
Closed -$967 – 3259
2023
Q1 		$967 Hold
87
– – ﹤0.01% 2681
2022
Q4 		$1.01K Buy
+87
New +$1.34K ﹤0.01% 2473

Other funds holding AVO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FSC
Fourth Sail Capital Camana Bay Grand Cayman, Cayman Islands $608M AUM 48.69% 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
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM