McCarthy Asset Management’s Aviva Plc AV Stock Holding History

McCarthy Asset Management’s Portfolio AV Stock Details AV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-35	Closed	–	–	431
2020 Q4	$0	Buy	+35	New	–	﹤0.01%	384

Other funds holding AV

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Paradigm Asset Management New York $426M AUM 18.16% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return

Bartlett & Co Cincinnati, Ohio $6.16B AUM 20.29% 1-Year Est. Return

MOTCO San Antonio, Texas $1.17B AUM 23.84% 1-Year Est. Return

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return

McCarthy Asset Management's AV Position: Q1 2021 in Review

McCarthy Asset Management sold out of Aviva Plc (AV) in Q1 2021, closing a stake of 35 shares.

McCarthy Asset Management first reported a position in AV in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 11 funds tracked by Wall St. Rank hold AV as of Q1 2021.

McCarthy Asset Management reported no remaining Aviva Plc position as of Q1 2021 after selling out during the quarter.
McCarthy Asset Management sold 35 Aviva Plc shares in Q1 2021.
McCarthy Asset Management first reported a position in Aviva Plc in Q4 2020 and held it in 1 quarter.
McCarthy Asset Management's Aviva Plc position peaked at $0 in Q4 2020.
11 funds tracked by Wall St. Rank held Aviva Plc as of Q1 2021.

Based on McCarthy Asset Management's 13F filing for Q1 2021, filed 13 May 2021.