AA
ADV icon

Ancora Advisors’s Advantage Solutions ADV Stock Holding History

Ancora Advisors’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-800
Closed -$17.6K – 2396
2025
Q4 		$17.6K Buy
+800
New +$23.1K ﹤0.01% 1605
2025
Q2 		– Sell
-18,795
Closed -$709K – 1968
2025
Q1 		$709K Sell
18,795
-14,400
-43% -$839K 0.02% 453
2024
Q4 		$2.42M Buy
33,195
+201
+0.6% +$16.4K 0.05% 251
2024
Q3 		$2.83M Sell
32,994
-4,556
-12% -$420K 0.06% 230
2024
Q2 		$3.02M Buy
37,550
+5,308
+16% +$494K 0.08% 218
2024
Q1 		$3.49M Sell
32,242
-6,624
-17% -$652K 0.08% 207
2023
Q4 		$3.52M Buy
38,866
+11,740
+43% +$835K 0.08% 201
2023
Q3 		$1.93M Buy
27,126
+22,930
+546% +$1.52M 0.05% 256
2023
Q2 		$245K Buy
+4,196
New +$180K 0.01% 604

Other funds holding ADV

CM
CastleKnight Management New York $2.14B AUM 121.87% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
CMHI
CVC Management Holdings II St. Helier, Jersey $420M AUM 0.05% 1-Year Est. Return
AP
Atairos Partners Bryn Mawr, Pennsylvania $35.2M AUM 32.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return