GVAG
VWTR

Great Valley Advisor Group’s Vidler Water Resouces, Inc. Common Stock VWTR Stock Holding History

Great Valley Advisor Group’s Portfolio VWTR Stock Details VWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-15,760
Closed -$179K – 626
2021
Q3 		$179K Buy
+15,760
New +$206K 0.01% 554

Other funds holding VWTR

Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Great Valley Advisor Group's VWTR Position: Q4 2021 in Review

Great Valley Advisor Group sold out of Vidler Water Resouces, Inc. Common Stock (VWTR) in Q4 2021, closing a stake of 15,760 shares — an estimated $179K sold.

Great Valley Advisor Group first reported a position in VWTR in Q3 2021 and held it in 1 quarter. The position peaked at $179K in Q3 2021. 65 funds tracked by Wall St. Rank hold VWTR as of Q4 2021.

  • Great Valley Advisor Group reported no remaining Vidler Water Resouces, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • Great Valley Advisor Group sold 15,760 Vidler Water Resouces, Inc. Common Stock shares in Q4 2021, an estimated $179K.
  • Great Valley Advisor Group first reported a position in Vidler Water Resouces, Inc. Common Stock in Q3 2021 and held it in 1 quarter.
  • Great Valley Advisor Group's Vidler Water Resouces, Inc. Common Stock position peaked at $179K in Q3 2021.
  • 65 funds tracked by Wall St. Rank held Vidler Water Resouces, Inc. Common Stock as of Q4 2021.

Based on Great Valley Advisor Group's 13F filing for Q4 2021, filed 10 Feb 2022.