Asset Planning Services (Pennsylvania)’s AeroVironment AVAV Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio AVAV Stock Details AVAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-200	Closed	-$11K	–	84
2019 Q3	$11K	Hold	200	–	–	﹤0.01%	199
2019 Q2	$11K	Hold	200	–	–	﹤0.01%	193
2019 Q1	$14K	Hold	200	–	–	0.01%	183
2018 Q4	$14K	Hold	200	–	–	0.01%	179
2018 Q3	$21K	Hold	200	–	–	0.01%	166
2018 Q2	$14K	Hold	200	–	–	0.01%	179
2018 Q1	$9K	Hold	200	–	–	﹤0.01%	209
2017 Q4	$11K	Hold	200	–	–	0.01%	202
2017 Q3	$11K	Hold	200	–	–	0.01%	218
2017 Q2	$8K	Hold	200	–	–	0.01%	233
2017 Q1	$6K	Hold	200	–	–	﹤0.01%	243
2016 Q4	$5K	Hold	200	–	–	﹤0.01%	232
2016 Q3	$5K	Hold	200	–	–	﹤0.01%	221
2016 Q2	$6K	Hold	200	–	–	0.01%	221
2016 Q1	$6K	Hold	200	–	–	0.01%	214
2015 Q4	$6K	Hold	200	–	–	0.01%	188
2015 Q3	$4K	Hold	200	–	–	﹤0.01%	195
2015 Q2	$5K	Buy	+200	New	+$5.28K	﹤0.01%	205

Other funds holding AVAV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

ACM

American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s AVAV Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of AeroVironment (AVAV) in Q4 2019, closing a stake of 200 shares — an estimated $11K sold.

Asset Planning Services (Pennsylvania) first reported a position in AVAV in Q2 2015 and held it in 18 quarters. The position peaked at $21K in Q3 2018. 203 funds tracked by Wall St. Rank hold AVAV as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining AeroVironment position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 200 AeroVironment shares in Q4 2019, an estimated $11K.
Asset Planning Services (Pennsylvania) first reported a position in AeroVironment in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s AeroVironment position peaked at $21K in Q3 2018.
203 funds tracked by Wall St. Rank held AeroVironment as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.