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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s American Vanguard Corp AVD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2024
Q2 		– Sell
-10,837
Closed -$140K – 362
2024
Q1 		$140K Buy
+10,837
New +$119K 0.09% 115

Other funds holding AVD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AVD Position: Q2 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of American Vanguard Corp (AVD) in Q2 2024, closing a stake of 10,837 shares — an estimated $140K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AVD in Q1 2024 and held it in 1 quarter. The position peaked at $140K in Q1 2024. 133 funds tracked by Wall St. Rank hold AVD as of Q2 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining American Vanguard Corp position as of Q2 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 10,837 American Vanguard Corp shares in Q2 2024, an estimated $140K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in American Vanguard Corp in Q1 2024 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s American Vanguard Corp position peaked at $140K in Q1 2024.
  • 133 funds tracked by Wall St. Rank held American Vanguard Corp as of Q2 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2024, filed 7 Aug 2026.