KLR Investment Advisors’s American Vanguard Corp AVD Stock Holding History

KLR Investment Advisors’s Portfolio AVD Stock Details AVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-13,124	Closed	-$288K	–	182
2023 Q3	$288K	Buy	+13,124	New	+$200K	0.26%	129
2023 Q2	–	Sell	-13,624	Closed	-$299K	–	180
2023 Q1	$299K	Sell	13,624 -2,913	-18%	-$62.8K	0.26%	128
2022 Q4	$360K	Buy	+16,537	New	+$368K	0.3%	104

Other funds holding AVD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

CCA

Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

ICM

Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

KLR Investment Advisors's AVD Position: Q4 2023 in Review

KLR Investment Advisors sold out of American Vanguard Corp (AVD) in Q4 2023, closing a stake of 13,124 shares — an estimated $288K sold.

KLR Investment Advisors first reported a position in AVD in Q4 2022 and held it in 3 quarters. The position peaked at $360K in Q4 2022. 136 funds tracked by Wall St. Rank hold AVD as of Q4 2023.

KLR Investment Advisors reported no remaining American Vanguard Corp position as of Q4 2023 after selling out during the quarter.
KLR Investment Advisors sold 13,124 American Vanguard Corp shares in Q4 2023, an estimated $288K.
KLR Investment Advisors first reported a position in American Vanguard Corp in Q4 2022 and held it in 3 quarters.
KLR Investment Advisors's American Vanguard Corp position peaked at $360K in Q4 2022.
136 funds tracked by Wall St. Rank held American Vanguard Corp as of Q4 2023.

Based on KLR Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.