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IVC Wealth Advisors’s PVH PVH Stock Holding History

IVC Wealth Advisors’s Portfolio PVH Stock Details PVH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,936
Closed -$1.01M – 161
2023
Q2 		$1.01M Sell
11,936
-652
-5% -$55K 0.64% 39
2023
Q1 		$1.12M Sell
12,588
-846
-6% -$69K 0.8% 30
2022
Q4 		$948K Sell
13,434
-109
-0.8% -$6.5K 0.7% 41
2022
Q3 		$607K Sell
13,543
-62
-0.5% -$3.68K 0.49% 60
2022
Q2 		$774K Sell
13,605
-467
-3% -$32.3K 0.6% 45
2022
Q1 		$1.08M Buy
14,072
+830
+6% +$76.8K 0.71% 33
2021
Q4 		$1.41M Sell
13,242
-1,905
-13% -$208K 0.91% 24
2021
Q3 		$1.56M Buy
15,147
+568
+4% +$61.1K 1.07% 20
2021
Q2 		$1.57M Hold
14,579
– – 1.1% 18
2021
Q1 		$1.54M Sell
14,579
-77
-0.5% -$7.61K 1.21% 16
2020
Q4 		$1.38M Buy
+14,656
New +$1.12M 1.31% 13

Other funds holding PVH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

IVC Wealth Advisors's PVH Position: Q3 2023 in Review

IVC Wealth Advisors sold out of PVH (PVH) in Q3 2023, closing a stake of 11,936 shares — an estimated $1.01M sold.

IVC Wealth Advisors first reported a position in PVH in Q4 2020 and held it in 11 quarters. The position peaked at $1.57M in Q2 2021. 313 funds tracked by Wall St. Rank hold PVH as of Q3 2023.

  • IVC Wealth Advisors reported no remaining PVH position as of Q3 2023 after selling out during the quarter.
  • IVC Wealth Advisors sold 11,936 PVH shares in Q3 2023, an estimated $1.01M.
  • IVC Wealth Advisors first reported a position in PVH in Q4 2020 and held it in 11 quarters.
  • IVC Wealth Advisors's PVH position peaked at $1.57M in Q2 2021.
  • 313 funds tracked by Wall St. Rank held PVH as of Q3 2023.

Based on IVC Wealth Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.