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Hantz Financial Services’s Willamette Valley Vineyards WVVI Stock Holding History

Hantz Financial Services’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
Q3 		– Sell
-336
Closed -$2K – 1146
2022
Q2 		$2K Hold
336
– – ﹤0.01% 962
2022
Q1 		$3K Buy
+336
New +$3.14K ﹤0.01% 939

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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hantz Financial Services's WVVI Position: Q3 2022 in Review

Hantz Financial Services sold out of Willamette Valley Vineyards (WVVI) in Q3 2022, closing a stake of 336 shares — an estimated $2K sold.

Hantz Financial Services first reported a position in WVVI in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q1 2022. 32 funds tracked by Wall St. Rank hold WVVI as of Q3 2022.

  • Hantz Financial Services reported no remaining Willamette Valley Vineyards position as of Q3 2022 after selling out during the quarter.
  • Hantz Financial Services sold 336 Willamette Valley Vineyards shares in Q3 2022, an estimated $2K.
  • Hantz Financial Services first reported a position in Willamette Valley Vineyards in Q1 2022 and held it in 2 quarters.
  • Hantz Financial Services's Willamette Valley Vineyards position peaked at $3K in Q1 2022.
  • 32 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q3 2022.

Based on Hantz Financial Services's 13F filing for Q3 2022, filed 15 Nov 2022.