Citigroup’s Willamette Valley Vineyards WVVI Stock Holding History

Citigroup’s Portfolio WVVI Stock Details WVVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-75	Closed	–	–	6372
2022 Q2	$0	Buy	+75	New	+$573	﹤0.01%	6717
2014 Q3	–	Sell	-176	Closed	-$1K	–	7326
2014 Q2	$1K	Buy	+176	New	+$1.02K	﹤0.01%	6964

Other funds holding WVVI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NCM

Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

CWA

Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Citigroup's WVVI Position: Q3 2022 in Review

Citigroup sold out of Willamette Valley Vineyards (WVVI) in Q3 2022, closing a stake of 75 shares.

Citigroup first reported a position in WVVI in Q2 2014 and held it in 2 quarters. The position peaked at $1K in Q2 2014. 32 funds tracked by Wall St. Rank hold WVVI as of Q3 2022.

Citigroup reported no remaining Willamette Valley Vineyards position as of Q3 2022 after selling out during the quarter.
Citigroup sold 75 Willamette Valley Vineyards shares in Q3 2022.
Citigroup first reported a position in Willamette Valley Vineyards in Q2 2014 and held it in 2 quarters.
Citigroup's Willamette Valley Vineyards position peaked at $1K in Q2 2014.
32 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q3 2022.

Based on Citigroup's 13F filing for Q3 2022, filed 10 Nov 2022.