JIR
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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

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return