Institutional & Family Asset Management’s AeroVironment AVAV Stock Holding History

Institutional & Family Asset Management’s Portfolio AVAV Stock Details AVAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$1.27K	Hold	7	–	–	﹤0.01%	611
2024 Q1	$1.07K	Hold	7	–	–	﹤0.01%	631
2023 Q4	$882	Hold	7	–	–	﹤0.01%	623
2023 Q3	$781	Hold	7	–	–	﹤0.01%	633
2023 Q2	$716	Hold	7	–	–	﹤0.01%	652
2023 Q1	$642	Sell	7 -1	-13%	-$89	﹤0.01%	656
2022 Q4	$685	Hold	8	–	–	﹤0.01%	638
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	607
2022 Q2	$1K	Buy	8 +3	+60%	+$267	﹤0.01%	628
2022 Q1	$0	Buy	+5	New	+$346	﹤0.01%	773
2021 Q4	–	Sell	-5	Closed	–	–	798
2021 Q3	$0	Sell	5 -4	-44%	-$387	﹤0.01%	909
2021 Q2	$1K	Buy	+9	New	+$991	﹤0.01%	869

Other funds holding AVAV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

ACM

American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

HCL

Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return

Institutional & Family Asset Management's AVAV Position: Q2 2024 in Review

Institutional & Family Asset Management held its AeroVironment (AVAV) position steady in Q2 2024 at 7 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Institutional & Family Asset Management first reported a position in AVAV in Q2 2021 and has held it in 12 quarters since. 407 funds tracked by Wall St. Rank hold AVAV as of Q2 2024.

Institutional & Family Asset Management held 7 shares of AeroVironment worth $1.27K as of Q2 2024.
Institutional & Family Asset Management left its AeroVironment share count unchanged in Q2 2024.
AeroVironment made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #611 holding.
Institutional & Family Asset Management first reported a position in AeroVironment in Q2 2021 and has held it in 12 quarters since.
407 funds tracked by Wall St. Rank held AeroVironment as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.