IA
AV

IFP Advisors’s Aviva Plc AV Stock Holding History

IFP Advisors’s Portfolio AV Stock Details AV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-16
Closed -$1K – 4695
2021
Q4 		$1K Buy
+16
New +$1K ﹤0.01% 3224
2020
Q2 		– Sell
-400
Closed -$3K – 3120
2020
Q1 		$3K Buy
400
+249
+165% +$1.87K ﹤0.01% 2308
2019
Q4 		$2K Sell
151
-26
-15% -$344 ﹤0.01% 2587
2019
Q3 		$2K Buy
+177
New +$2K ﹤0.01% 2783
2016
Q4 		– Sell
-525
Closed -$6K – 4370
2016
Q3 		$6K Buy
525
+212
+68% +$2.3K ﹤0.01% 3198
2016
Q2 		$3K Buy
+313
New +$3.89K ﹤0.01% 3433

Other funds holding AV

YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
M
MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

IFP Advisors's AV Position: Q1 2022 in Review

IFP Advisors sold out of Aviva Plc (AV) in Q1 2022, closing a stake of 16 shares — an estimated $1K sold.

IFP Advisors first reported a position in AV in Q2 2016 and held it in 6 quarters. The position peaked at $6K in Q3 2016. 5 funds tracked by Wall St. Rank hold AV as of Q1 2022.

  • IFP Advisors reported no remaining Aviva Plc position as of Q1 2022 after selling out during the quarter.
  • IFP Advisors sold 16 Aviva Plc shares in Q1 2022, an estimated $1K.
  • IFP Advisors first reported a position in Aviva Plc in Q2 2016 and held it in 6 quarters.
  • IFP Advisors's Aviva Plc position peaked at $6K in Q3 2016.
  • 5 funds tracked by Wall St. Rank held Aviva Plc as of Q1 2022.

Based on IFP Advisors's 13F filing for Q1 2022, filed 8 Aug 2022.