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Institutional & Family Asset Management’s Willamette Valley Vineyards WVVI Stock Holding History

Institutional & Family Asset Management’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
2021
Q3 		– Sell
-2,145
Closed -$29K – 981
2021
Q2 		$29K Buy
+2,145
New +$27.1K ﹤0.01% 428

Other funds holding WVVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Institutional & Family Asset Management's WVVI Position: Q3 2021 in Review

Institutional & Family Asset Management sold out of Willamette Valley Vineyards (WVVI) in Q3 2021, closing a stake of 2,145 shares — an estimated $29K sold.

Institutional & Family Asset Management first reported a position in WVVI in Q2 2021 and held it in 1 quarter. The position peaked at $29K in Q2 2021. 28 funds tracked by Wall St. Rank hold WVVI as of Q3 2021.

  • Institutional & Family Asset Management reported no remaining Willamette Valley Vineyards position as of Q3 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 2,145 Willamette Valley Vineyards shares in Q3 2021, an estimated $29K.
  • Institutional & Family Asset Management first reported a position in Willamette Valley Vineyards in Q2 2021 and held it in 1 quarter.
  • Institutional & Family Asset Management's Willamette Valley Vineyards position peaked at $29K in Q2 2021.
  • 28 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q3 2021.

Based on Institutional & Family Asset Management's 13F filing for Q3 2021, filed 10 Nov 2021.