Constellation Wealth Advisors’s Avis CAR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q3
Sell
-29,198
Closed -$1.29M 96
2015
Q2
$1.29M Buy
29,198
+4,665
+19% +$246K 0.11% 119
2015
Q1
$1.45M Buy
24,533
+8,300
+51% +$506K 0.13% 111
2014
Q4
$1.08M Buy
16,233
+4,742
+41% +$271K 0.09% 106
2014
Q3
$631K Buy
11,491
+7,773
+209% +$486K 0.06% 129
2014
Q2
$222K Buy
+3,718
New +$204K 0.02% 177

Other funds holding CAR

Constellation Wealth Advisors's CAR Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of Avis (CAR) in Q3 2015, closing a stake of 29,198 shares — an estimated $1.29M sold.

Constellation Wealth Advisors first reported a position in CAR in Q2 2014 and held it in 5 quarters. The position peaked at $1.45M in Q1 2015. 229 funds tracked by Wall St. Rank hold CAR as of Q3 2015.

  • Constellation Wealth Advisors reported no remaining Avis position as of Q3 2015 after selling out during the quarter.
  • Constellation Wealth Advisors sold 29,198 Avis shares in Q3 2015, an estimated $1.29M.
  • Constellation Wealth Advisors first reported a position in Avis in Q2 2014 and held it in 5 quarters.
  • Constellation Wealth Advisors's Avis position peaked at $1.45M in Q1 2015.
  • 229 funds tracked by Wall St. Rank held Avis as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.