MCC
WVVI icon

Money Concepts Capital’s Willamette Valley Vineyards WVVI Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-90
Closed -$537 – 2928
2022
Q4 		$537 Buy
+90
New +$548 ﹤0.01% 2981

Other funds holding WVVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

Money Concepts Capital's WVVI Position: Q1 2023 in Review

Money Concepts Capital sold out of Willamette Valley Vineyards (WVVI) in Q1 2023, closing a stake of 90 shares — an estimated $537 sold.

Money Concepts Capital first reported a position in WVVI in Q4 2022 and held it in 1 quarter. The position peaked at $537 in Q4 2022. 33 funds tracked by Wall St. Rank hold WVVI as of Q1 2023.

  • Money Concepts Capital reported no remaining Willamette Valley Vineyards position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 90 Willamette Valley Vineyards shares in Q1 2023, an estimated $537.
  • Money Concepts Capital first reported a position in Willamette Valley Vineyards in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's Willamette Valley Vineyards position peaked at $537 in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.