James Investment Research’s Avalon Holdings AWX Stock Holding History

James Investment Research’s Portfolio AWX Stock Details AWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-14,500	Closed	-$23K	–	471
2020 Q2	$23K	Hold	14,500	–	–	﹤0.01%	375
2020 Q1	$19K	Hold	14,500	–	–	﹤0.01%	365
2019 Q4	$28K	Hold	14,500	–	–	﹤0.01%	418
2019 Q3	$32K	Hold	14,500	–	–	﹤0.01%	454
2019 Q2	$36K	Hold	14,500	–	–	﹤0.01%	527
2019 Q1	$37K	Hold	14,500	–	–	﹤0.01%	669
2018 Q4	$38K	Buy	+14,500	New	+$44.7K	﹤0.01%	661

Other funds holding AWX

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

WIM

Wittenberg Investment Management Carlisle, Massachusetts $292M AUM 36.12% 1-Year Est. Return

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

Raffles Associates New York $117M AUM 22.1% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

James Investment Research's AWX Position: Q3 2020 in Review

James Investment Research sold out of Avalon Holdings (AWX) in Q3 2020, closing a stake of 14,500 shares — an estimated $23K sold.

James Investment Research first reported a position in AWX in Q4 2018 and held it in 7 quarters. The position peaked at $38K in Q4 2018. 14 funds tracked by Wall St. Rank hold AWX as of Q3 2020.

James Investment Research reported no remaining Avalon Holdings position as of Q3 2020 after selling out during the quarter.
James Investment Research sold 14,500 Avalon Holdings shares in Q3 2020, an estimated $23K.
James Investment Research first reported a position in Avalon Holdings in Q4 2018 and held it in 7 quarters.
James Investment Research's Avalon Holdings position peaked at $38K in Q4 2018.
14 funds tracked by Wall St. Rank held Avalon Holdings as of Q3 2020.

Based on James Investment Research's 13F filing for Q3 2020, filed 23 Oct 2020.