Mercer Global Advisors
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Mercer Global Advisors’s Willamette Valley Vineyards WVVI Stock Holding History

Mercer Global Advisors’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-100
Closed -$1K – 1753
2021
Q1 		$1K Buy
+100
New +$766 ﹤0.01% 1624

Other funds holding WVVI

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NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mercer Global Advisors's WVVI Position: Q2 2021 in Review

Mercer Global Advisors sold out of Willamette Valley Vineyards (WVVI) in Q2 2021, closing a stake of 100 shares — an estimated $1K sold.

Mercer Global Advisors first reported a position in WVVI in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 30 funds tracked by Wall St. Rank hold WVVI as of Q2 2021.

  • Mercer Global Advisors reported no remaining Willamette Valley Vineyards position as of Q2 2021 after selling out during the quarter.
  • Mercer Global Advisors sold 100 Willamette Valley Vineyards shares in Q2 2021, an estimated $1K.
  • Mercer Global Advisors first reported a position in Willamette Valley Vineyards in Q1 2021 and held it in 1 quarter.
  • Mercer Global Advisors's Willamette Valley Vineyards position peaked at $1K in Q1 2021.
  • 30 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q2 2021.

Based on Mercer Global Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.