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Ameritas Investment Company’s Willamette Valley Vineyards WVVI Stock Holding History

Ameritas Investment Company’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-250
Closed -$2.26K – 2096
2021
Q1 		$2.26K Buy
+250
New +$1.92K ﹤0.01% 1895

Other funds holding WVVI

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Next Capital Management New York $370M AUM 13.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ameritas Investment Company's WVVI Position: Q2 2021 in Review

Ameritas Investment Company sold out of Willamette Valley Vineyards (WVVI) in Q2 2021, closing a stake of 250 shares — an estimated $2.26K sold.

Ameritas Investment Company first reported a position in WVVI in Q1 2021 and held it in 1 quarter. The position peaked at $2.26K in Q1 2021. 30 funds tracked by Wall St. Rank hold WVVI as of Q2 2021.

  • Ameritas Investment Company reported no remaining Willamette Valley Vineyards position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 250 Willamette Valley Vineyards shares in Q2 2021, an estimated $2.26K.
  • Ameritas Investment Company first reported a position in Willamette Valley Vineyards in Q1 2021 and held it in 1 quarter.
  • Ameritas Investment Company's Willamette Valley Vineyards position peaked at $2.26K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.