BCWM
AV

Bartlett & Co Wealth Management’s Aviva Plc AV Stock Holding History

Bartlett & Co Wealth Management’s Portfolio AV Stock Details AV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-153
Closed -$1.72K – 1105
2021
Q2 		$1.72K Hold
153
– – ﹤0.01% 876
2021
Q1 		$1.72K Hold
153
– – ﹤0.01% 900
2020
Q4 		$1.39K Buy
+153
New +$1.39K ﹤0.01% 981
2019
Q2 		– Sell
-142
Closed -$1.53K – 828
2019
Q1 		$1.53K Buy
+142
New +$1.53K ﹤0.01% 658

Other funds holding AV

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Bartlett & Co Wealth Management's AV Position: Q3 2021 in Review

Bartlett & Co Wealth Management sold out of Aviva Plc (AV) in Q3 2021, closing a stake of 153 shares — an estimated $1.72K sold.

Bartlett & Co Wealth Management first reported a position in AV in Q1 2019 and held it in 4 quarters. The position peaked at $1.72K in Q1 2021. 5 funds tracked by Wall St. Rank hold AV as of Q3 2021.

  • Bartlett & Co Wealth Management reported no remaining Aviva Plc position as of Q3 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 153 Aviva Plc shares in Q3 2021, an estimated $1.72K.
  • Bartlett & Co Wealth Management first reported a position in Aviva Plc in Q1 2019 and held it in 4 quarters.
  • Bartlett & Co Wealth Management's Aviva Plc position peaked at $1.72K in Q1 2021.
  • 5 funds tracked by Wall St. Rank held Aviva Plc as of Q3 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2021, filed 14 Feb 2024.