CAPTRUST Financial Advisors’s Aviva Plc AV Stock Holding History

CAPTRUST Financial Advisors’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
2022 Q3	–	Sell	-3,787	Closed	-$37K	–	4739
2022 Q2	$37K	Buy	3,787 +483	+15%	+$4.72K	﹤0.01%	2992
2022 Q1	$39K	Buy	3,304 +1,139	+53%	+$13.4K	﹤0.01%	2972
2021 Q4	$24K	Buy	2,165 +494	+30%	+$5.48K	﹤0.01%	3182
2021 Q3	$18K	Hold	1,671	–	–	﹤0.01%	3256
2021 Q2	$19K	Sell	1,671 -48	-3%	-$546	﹤0.01%	3158
2021 Q1	$19K	Buy	+1,719	New	+$19K	﹤0.01%	3056

Other funds holding AV

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

CAPTRUST Financial Advisors's AV Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Aviva Plc (AV) in Q3 2022, closing a stake of 3,787 shares — an estimated $37K sold.

CAPTRUST Financial Advisors first reported a position in AV in Q1 2021 and held it in 6 quarters. The position peaked at $39K in Q1 2022. 2 funds tracked by Wall St. Rank hold AV as of Q3 2022.

CAPTRUST Financial Advisors reported no remaining Aviva Plc position as of Q3 2022 after selling out during the quarter.
CAPTRUST Financial Advisors sold 3,787 Aviva Plc shares in Q3 2022, an estimated $37K.
CAPTRUST Financial Advisors first reported a position in Aviva Plc in Q1 2021 and held it in 6 quarters.
CAPTRUST Financial Advisors's Aviva Plc position peaked at $39K in Q1 2022.
2 funds tracked by Wall St. Rank held Aviva Plc as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.