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Congress Wealth Management’s American Vanguard Corp AVD Stock Holding History

Congress Wealth Management’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
2023
Q2 		– Sell
-177,145
Closed -$3.88M – 554
2023
Q1 		$3.88M Buy
177,145
+12,734
+8% +$274K 0.09% 208
2022
Q4 		$3.57M Buy
+164,411
New +$3.66M 0.09% 211

Other funds holding AVD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Congress Wealth Management's AVD Position: Q2 2023 in Review

Congress Wealth Management sold out of American Vanguard Corp (AVD) in Q2 2023, closing a stake of 177,145 shares — an estimated $3.88M sold.

Congress Wealth Management first reported a position in AVD in Q4 2022 and held it in 2 quarters. The position peaked at $3.88M in Q1 2023. 148 funds tracked by Wall St. Rank hold AVD as of Q2 2023.

  • Congress Wealth Management reported no remaining American Vanguard Corp position as of Q2 2023 after selling out during the quarter.
  • Congress Wealth Management sold 177,145 American Vanguard Corp shares in Q2 2023, an estimated $3.88M.
  • Congress Wealth Management first reported a position in American Vanguard Corp in Q4 2022 and held it in 2 quarters.
  • Congress Wealth Management's American Vanguard Corp position peaked at $3.88M in Q1 2023.
  • 148 funds tracked by Wall St. Rank held American Vanguard Corp as of Q2 2023.

Based on Congress Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.