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Capital Performance Advisors’s American Vanguard Corp AVD Stock Holding History

Capital Performance Advisors’s Portfolio AVD Stock Details AVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-102
Closed -$541 – 399
2024
Q3 		$541 Buy
+102
New +$722 ﹤0.01% 2210

Other funds holding AVD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Performance Advisors's AVD Position: Q4 2024 in Review

Capital Performance Advisors sold out of American Vanguard Corp (AVD) in Q4 2024, closing a stake of 102 shares — an estimated $541 sold.

Capital Performance Advisors first reported a position in AVD in Q3 2024 and held it in 1 quarter. The position peaked at $541 in Q3 2024. 134 funds tracked by Wall St. Rank hold AVD as of Q4 2024.

  • Capital Performance Advisors reported no remaining American Vanguard Corp position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 102 American Vanguard Corp shares in Q4 2024, an estimated $541.
  • Capital Performance Advisors first reported a position in American Vanguard Corp in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's American Vanguard Corp position peaked at $541 in Q3 2024.
  • 134 funds tracked by Wall St. Rank held American Vanguard Corp as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.