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MGB Wealth Management’s AeroVironment AVAV Stock Holding History

MGB Wealth Management’s Portfolio AVAV Stock Details AVAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,025
Closed -$206K – 291
2024
Q3 		$206K Buy
+1,025
New +$185K 0.07% 183

Other funds holding AVAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MGB Wealth Management's AVAV Position: Q4 2024 in Review

MGB Wealth Management sold out of AeroVironment (AVAV) in Q4 2024, closing a stake of 1,025 shares — an estimated $206K sold.

MGB Wealth Management first reported a position in AVAV in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 411 funds tracked by Wall St. Rank hold AVAV as of Q4 2024.

  • MGB Wealth Management reported no remaining AeroVironment position as of Q4 2024 after selling out during the quarter.
  • MGB Wealth Management sold 1,025 AeroVironment shares in Q4 2024, an estimated $206K.
  • MGB Wealth Management first reported a position in AeroVironment in Q3 2024 and held it in 1 quarter.
  • MGB Wealth Management's AeroVironment position peaked at $206K in Q3 2024.
  • 411 funds tracked by Wall St. Rank held AeroVironment as of Q4 2024.

Based on MGB Wealth Management's 13F filing for Q4 2024, filed 29 Jan 2025.