Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-145
| Closed | -$1.82K | – | 785 |
|
|
2024
Q1 | $1.82K | Hold |
145
| – | – | ﹤0.01% | 625 |
|
|
2023
Q4 | $1.61K | Hold |
145
| – | – | ﹤0.01% | 619 |
|
|
2023
Q3 | $1.38K | Sell |
145
-72
| -33% | -$685 | ﹤0.01% | 684 |
|
|
2023
Q2 | $2.18K | Buy |
217
+72
| +50% | +$724 | ﹤0.01% | 649 |
|
|
2023
Q1 | $1.45K | Hold |
145
| – | – | ﹤0.01% | 541 |
|
|
2022
Q4 | $1.54K | Hold |
145
| – | – | ﹤0.01% | 557 |
|
|
2022
Q3 | $1K | Hold |
145
| – | – | ﹤0.01% | 636 |
|
|
2022
Q2 | $1K | Sell |
145
-47
| -24% | -$324 | ﹤0.01% | 555 |
|
|
2022
Q1 | $2K | Hold |
192
| – | – | ﹤0.01% | 576 |
|
|
2021
Q4 | $2K | Hold |
192
| – | – | ﹤0.01% | 564 |
|
|
2021
Q3 | $2K | Hold |
192
| – | – | ﹤0.01% | 592 |
|
|
2021
Q2 | $2K | Hold |
192
| – | – | ﹤0.01% | 623 |
|
|
2021
Q1 | $2K | Hold |
192
| – | – | ﹤0.01% | 561 |
|
|
2020
Q4 | $2K | Hold |
192
| – | – | ﹤0.01% | 710 |
|
|
2020
Q3 | $1K | Hold |
192
| – | – | ﹤0.01% | 697 |
|
|
2020
Q2 | $1K | Hold |
192
| – | – | ﹤0.01% | 663 |
|
|
2020
Q1 | $1K | Hold |
192
| – | – | ﹤0.01% | 660 |
|
|
2019
Q4 | $2K | Hold |
192
| – | – | ﹤0.01% | 512 |
|
|
2019
Q3 | $2K | Sell |
192
-1,445
| -88% | -$15.1K | ﹤0.01% | 493 |
|
|
2019
Q2 | $17K | Buy |
1,637
+1,445
| +753% | +$15K | ﹤0.01% | 519 |
|
|
2019
Q1 | $2K | Hold |
192
| – | – | ﹤0.01% | 494 |
|
|
2018
Q4 | $2K | Hold |
192
| – | – | ﹤0.01% | 533 |
|
|
2018
Q3 | $2K | Buy |
+192
| New | +$2K | ﹤0.01% | 556 |
|
Other funds holding AV
YCM
SW
GI
MOTCO's AV Position: Q2 2024 in Review
MOTCO sold out of Aviva Plc (AV) in Q2 2024, closing a stake of 145 shares — an estimated $1.82K sold.
MOTCO first reported a position in AV in Q3 2018 and held it in 23 quarters. The position peaked at $17K in Q2 2019. 5 funds tracked by Wall St. Rank hold AV as of Q2 2024.
- MOTCO reported no remaining Aviva Plc position as of Q2 2024 after selling out during the quarter.
- MOTCO sold 145 Aviva Plc shares in Q2 2024, an estimated $1.82K.
- MOTCO first reported a position in Aviva Plc in Q3 2018 and held it in 23 quarters.
- MOTCO's Aviva Plc position peaked at $17K in Q2 2019.
- 5 funds tracked by Wall St. Rank held Aviva Plc as of Q2 2024.
Based on MOTCO's 13F filing for Q2 2024, filed 7 Aug 2024.