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Investmark Advisory Group’s Willamette Valley Vineyards WVVI Stock Holding History

Investmark Advisory Group’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
Q1 		– Sell
-1,199
Closed -$10K – 362
2021
Q4 		$10K Buy
+1,199
New +$16.1K 0.01% 292

Other funds holding WVVI

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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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Investmark Advisory Group's WVVI Position: Q1 2022 in Review

Investmark Advisory Group sold out of Willamette Valley Vineyards (WVVI) in Q1 2022, closing a stake of 1,199 shares — an estimated $10K sold.

Investmark Advisory Group first reported a position in WVVI in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 38 funds tracked by Wall St. Rank hold WVVI as of Q1 2022.

  • Investmark Advisory Group reported no remaining Willamette Valley Vineyards position as of Q1 2022 after selling out during the quarter.
  • Investmark Advisory Group sold 1,199 Willamette Valley Vineyards shares in Q1 2022, an estimated $10K.
  • Investmark Advisory Group first reported a position in Willamette Valley Vineyards in Q4 2021 and held it in 1 quarter.
  • Investmark Advisory Group's Willamette Valley Vineyards position peaked at $10K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2022.

Based on Investmark Advisory Group's 13F filing for Q1 2022, filed 3 May 2022.