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EWA
EverSource Wealth Advisors’s
American Vanguard Corp
AVD
Stock Holding History
EverSource Wealth Advisors’s Portfolio
AVD Stock Details
AVD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.55K
Sell
624
-136
-18%
-$579
﹤0.01%
3724
2025
Q4
$2.9K
Sell
760
-116
-13%
-$542
﹤0.01%
3350
2025
Q3
$5.03K
Sell
876
-188
-18%
-$896
﹤0.01%
3145
2025
Q2
$4.17K
Buy
1,064
+907
+578%
+$3.78K
﹤0.01%
3234
2025
Q1
$691
Buy
157
+60
+62%
+$306
﹤0.01%
3351
2024
Q4
$449
Buy
+97
New
+$525
﹤0.01%
3232
2024
Q2
–
Sell
-217
Closed
-$2.47K
–
3069
2024
Q1
$2.47K
Sell
217
-392
-64%
-$4.3K
﹤0.01%
2315
2023
Q4
$6.68K
Buy
+609
New
+$6.07K
﹤0.01%
1740
2023
Q3
–
Sell
-306
Closed
-$5.47K
–
2506
2023
Q2
$5.47K
Sell
306
-46
-13%
-$850
﹤0.01%
1694
2023
Q1
$7.7K
Sell
352
-96
-21%
-$2.07K
﹤0.01%
1478
2022
Q4
$9.73K
Buy
448
+46
+11%
+$1.02K
﹤0.01%
1342
2022
Q3
$8K
Hold
402
–
–
﹤0.01%
1183
2022
Q2
$9K
Hold
402
–
–
﹤0.01%
1055
2022
Q1
$8K
Buy
+402
New
+$6.57K
﹤0.01%
1052
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$5.72T AUM
30.48%
1-Year Est. Return
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$535B AUM
26.23%
1-Year Est. Return
VCM
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$4.04T AUM
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
Two Sigma Investments
New York
$124B AUM
33.93%
1-Year Est. Return
ER
EVR Research
Richmond, Virginia
$250M AUM
41.5%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
PCM
Potomac Capital Management
New York
$115M AUM
CCA
Cruiser Capital Advisors
Stamford, Connecticut
$257M AUM
65.27%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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