Level Financial Advisors’s ACV Auctions ACVA Stock Holding History

Level Financial Advisors’s Portfolio ACVA Stock Details ACVA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-600	Closed	-$9.11K	–	281
2023 Q3	$9.11K	Hold	600	–	–	0.01%	198
2023 Q2	$10.4K	Hold	600	–	–	0.01%	188
2023 Q1	$7.75K	Hold	600	–	–	﹤0.01%	174
2022 Q4	$5K	Hold	600	–	–	﹤0.01%	188
2022 Q3	$4K	Hold	600	–	–	﹤0.01%	195
2022 Q2	$4K	Hold	600	–	–	﹤0.01%	220
2022 Q1	$9K	Hold	600	–	–	0.01%	156
2021 Q4	$11K	Buy	+600	New	+$11.8K	0.01%	171

Other funds holding ACVA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

CCM

Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return

Level Financial Advisors's ACVA Position: Q4 2023 in Review

Level Financial Advisors sold out of ACV Auctions (ACVA) in Q4 2023, closing a stake of 600 shares — an estimated $9.11K sold.

Level Financial Advisors first reported a position in ACVA in Q4 2021 and held it in 8 quarters. The position peaked at $11K in Q4 2021. 201 funds tracked by Wall St. Rank hold ACVA as of Q4 2023.

Level Financial Advisors reported no remaining ACV Auctions position as of Q4 2023 after selling out during the quarter.
Level Financial Advisors sold 600 ACV Auctions shares in Q4 2023, an estimated $9.11K.
Level Financial Advisors first reported a position in ACV Auctions in Q4 2021 and held it in 8 quarters.
Level Financial Advisors's ACV Auctions position peaked at $11K in Q4 2021.
201 funds tracked by Wall St. Rank held ACV Auctions as of Q4 2023.

Based on Level Financial Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.