Institute for Wealth Management’s Bluegreen Vacations Holding Corporation BVH Stock Holding History

Institute for Wealth Management’s Portfolio BVH Stock Details BVH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-6,795	Closed	-$201K	–	565
2022 Q1	$201K	Hold	6,795	–	–	0.03%	516
2021 Q4	$239K	Buy	+6,795	New	+$200K	0.04%	430
2020 Q2	–	Sell	-9,019	Closed	-$104K	–	447
2020 Q1	$104K	Buy	9,019 +1,900	+27%	+$32.3K	0.03%	387
2019 Q4	$170K	Buy	7,119 +20	+0.3%	+$460	0.04%	434
2019 Q3	$166K	Sell	7,099 -100	-1%	-$2.21K	0.04%	401
2019 Q2	$177K	Sell	7,199 -480	-6%	-$12.3K	0.04%	445
2019 Q1	$227K	Sell	7,679 -450	-6%	-$13.8K	0.05%	392
2018 Q4	$233K	Sell	8,129 -620	-7%	-$19.1K	0.1%	225
2018 Q3	$298K	Hold	8,749	–	–	0.1%	189
2018 Q2	$391K	Buy	+8,749	New	+$404K	0.12%	181
2017 Q4	–	Sell	-6,959	Closed	-$257K	–	424
2017 Q3	$257K	Buy	+6,959	New	+$236K	0.08%	233

Other funds holding BVH

AGC

Angelo Gordon & Co New York $1.06B AUM 47.95% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JCP

JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

FCM

FourWorld Capital Management New York $196M AUM 42.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institute for Wealth Management's BVH Position: Q2 2022 in Review

Institute for Wealth Management sold out of Bluegreen Vacations Holding Corporation (BVH) in Q2 2022, closing a stake of 6,795 shares — an estimated $201K sold.

Institute for Wealth Management first reported a position in BVH in Q3 2017 and held it in 11 quarters. The position peaked at $391K in Q2 2018. 99 funds tracked by Wall St. Rank hold BVH as of Q2 2022.

Institute for Wealth Management reported no remaining Bluegreen Vacations Holding Corporation position as of Q2 2022 after selling out during the quarter.
Institute for Wealth Management sold 6,795 Bluegreen Vacations Holding Corporation shares in Q2 2022, an estimated $201K.
Institute for Wealth Management first reported a position in Bluegreen Vacations Holding Corporation in Q3 2017 and held it in 11 quarters.
Institute for Wealth Management's Bluegreen Vacations Holding Corporation position peaked at $391K in Q2 2018.
99 funds tracked by Wall St. Rank held Bluegreen Vacations Holding Corporation as of Q2 2022.

Based on Institute for Wealth Management's 13F filing for Q2 2022, filed 25 Jul 2022.