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Moneta Group Investment Advisors’s American Vanguard Corp AVD Stock Holding History

Moneta Group Investment 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
2022
Q4 		– Sell
-55,561
Closed -$1.04M – 457
2022
Q3 		$1.04M Buy
55,561
+10,102
+22% +$211K 0.04% 183
2022
Q2 		$1.02M Buy
+45,459
New +$1.02M 0.03% 205

Other funds holding AVD

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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

Moneta Group Investment Advisors's AVD Position: Q4 2022 in Review

Moneta Group Investment Advisors sold out of American Vanguard Corp (AVD) in Q4 2022, closing a stake of 55,561 shares — an estimated $1.04M sold.

Moneta Group Investment Advisors first reported a position in AVD in Q2 2022 and held it in 2 quarters. The position peaked at $1.04M in Q3 2022. 157 funds tracked by Wall St. Rank hold AVD as of Q4 2022.

  • Moneta Group Investment Advisors reported no remaining American Vanguard Corp position as of Q4 2022 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 55,561 American Vanguard Corp shares in Q4 2022, an estimated $1.04M.
  • Moneta Group Investment Advisors first reported a position in American Vanguard Corp in Q2 2022 and held it in 2 quarters.
  • Moneta Group Investment Advisors's American Vanguard Corp position peaked at $1.04M in Q3 2022.
  • 157 funds tracked by Wall St. Rank held American Vanguard Corp as of Q4 2022.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.