Lido Advisors
AVD icon

Lido Advisors’s American Vanguard Corp AVD Stock Holding History

Lido 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
Q3 		– Sell
-16,390
Closed -$293K – 1222
2023
Q2 		$293K Sell
16,390
-6,576
-29% -$122K ﹤0.01% 945
2023
Q1 		$502K Buy
22,966
+4,812
+27% +$104K ﹤0.01% 660
2022
Q4 		$394K Buy
18,154
+1,022
+6% +$22.8K ﹤0.01% 694
2022
Q3 		$320K Buy
17,132
+3,856
+29% +$80.4K ﹤0.01% 732
2022
Q2 		$296K Buy
+13,276
New +$297K ﹤0.01% 748

Other funds holding AVD

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's AVD Position: Q3 2023 in Review

Lido Advisors sold out of American Vanguard Corp (AVD) in Q3 2023, closing a stake of 16,390 shares — an estimated $293K sold.

Lido Advisors first reported a position in AVD in Q2 2022 and held it in 5 quarters. The position peaked at $502K in Q1 2023. 145 funds tracked by Wall St. Rank hold AVD as of Q3 2023.

  • Lido Advisors reported no remaining American Vanguard Corp position as of Q3 2023 after selling out during the quarter.
  • Lido Advisors sold 16,390 American Vanguard Corp shares in Q3 2023, an estimated $293K.
  • Lido Advisors first reported a position in American Vanguard Corp in Q2 2022 and held it in 5 quarters.
  • Lido Advisors's American Vanguard Corp position peaked at $502K in Q1 2023.
  • 145 funds tracked by Wall St. Rank held American Vanguard Corp as of Q3 2023.

Based on Lido Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.