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Avitas Wealth Management’s Corteva CTVA Stock Holding History

Avitas Wealth Management’s Portfolio CTVA Stock Details CTVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-23,301
Closed -$1.19M – 201
2023
Q3 		$1.19M Sell
23,301
-464
-2% -$24.6K 0.23% 110
2023
Q2 		$1.36M Buy
23,765
+4,724
+25% +$276K 0.25% 110
2023
Q1 		$1.15M Buy
+19,041
New +$1.16M 0.22% 116

Other funds holding CTVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Avitas Wealth Management's CTVA Position: Q4 2023 in Review

Avitas Wealth Management sold out of Corteva (CTVA) in Q4 2023, closing a stake of 23,301 shares — an estimated $1.19M sold.

Avitas Wealth Management first reported a position in CTVA in Q1 2023 and held it in 3 quarters. The position peaked at $1.36M in Q2 2023. 1,231 funds tracked by Wall St. Rank hold CTVA as of Q4 2023.

  • Avitas Wealth Management reported no remaining Corteva position as of Q4 2023 after selling out during the quarter.
  • Avitas Wealth Management sold 23,301 Corteva shares in Q4 2023, an estimated $1.19M.
  • Avitas Wealth Management first reported a position in Corteva in Q1 2023 and held it in 3 quarters.
  • Avitas Wealth Management's Corteva position peaked at $1.36M in Q2 2023.
  • 1,231 funds tracked by Wall St. Rank held Corteva as of Q4 2023.

Based on Avitas Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.