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Burt Wealth Advisors’s Granite Construction GVA Stock Holding History

Burt Wealth Advisors’s Portfolio GVA Stock Details GVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-148
Closed -$3K – 416
2020
Q2 		$3K Hold
148
– – ﹤0.01% 313
2020
Q1 		$2K Buy
+148
New +$3.32K ﹤0.01% 345

Other funds holding GVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Burt Wealth Advisors's GVA Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Granite Construction (GVA) in Q3 2020, closing a stake of 148 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in GVA in Q1 2020 and held it in 2 quarters. The position peaked at $3K in Q2 2020. 166 funds tracked by Wall St. Rank hold GVA as of Q3 2020.

  • Burt Wealth Advisors reported no remaining Granite Construction position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 148 Granite Construction shares in Q3 2020, an estimated $3K.
  • Burt Wealth Advisors first reported a position in Granite Construction in Q1 2020 and held it in 2 quarters.
  • Burt Wealth Advisors's Granite Construction position peaked at $3K in Q2 2020.
  • 166 funds tracked by Wall St. Rank held Granite Construction as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.