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Gemmer Asset Management’s Willamette Valley Vineyards WVVI Stock Holding History

Gemmer Asset Management’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
Q2 		– Sell
-600
Closed -$5K – 1157
2022
Q1 		$5K Buy
+600
New +$5.61K ﹤0.01% 965

Other funds holding WVVI

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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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Creative Planning
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gemmer Asset Management's WVVI Position: Q2 2022 in Review

Gemmer Asset Management sold out of Willamette Valley Vineyards (WVVI) in Q2 2022, closing a stake of 600 shares — an estimated $5K sold.

Gemmer Asset Management first reported a position in WVVI in Q1 2022 and held it in 1 quarter. The position peaked at $5K in Q1 2022. 34 funds tracked by Wall St. Rank hold WVVI as of Q2 2022.

  • Gemmer Asset Management reported no remaining Willamette Valley Vineyards position as of Q2 2022 after selling out during the quarter.
  • Gemmer Asset Management sold 600 Willamette Valley Vineyards shares in Q2 2022, an estimated $5K.
  • Gemmer Asset Management first reported a position in Willamette Valley Vineyards in Q1 2022 and held it in 1 quarter.
  • Gemmer Asset Management's Willamette Valley Vineyards position peaked at $5K in Q1 2022.
  • 34 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2022.

Based on Gemmer Asset Management's 13F filing for Q2 2022, filed 22 Jul 2022.