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MPS Loria Financial Planners’s Avalon Holdings AWX Stock Holding History

MPS Loria Financial Planners’s Portfolio AWX Stock Details AWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-62
Closed – – 137
2021
Q1 		$0 Hold
62
– – ﹤0.01% 571
2020
Q4 		$0 Hold
62
– – ﹤0.01% 612
2020
Q3 		$0 Hold
62
– – ﹤0.01% 325
2020
Q2 		$0 Buy
+62
New +$90 ﹤0.01% 333
2017
Q3 		– Sell
-62
Closed – – 99
2017
Q2 		$0 Buy
+62
New +$154 ﹤0.01% 388

Other funds holding AWX

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

MPS Loria Financial Planners's AWX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Avalon Holdings (AWX) in Q2 2021, closing a stake of 62 shares.

MPS Loria Financial Planners first reported a position in AWX in Q2 2017 and held it in 5 quarters. The position peaked at $0 in Q1 2021. 15 funds tracked by Wall St. Rank hold AWX as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Avalon Holdings position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 62 Avalon Holdings shares in Q2 2021.
  • MPS Loria Financial Planners first reported a position in Avalon Holdings in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Avalon Holdings position peaked at $0 in Q1 2021.
  • 15 funds tracked by Wall St. Rank held Avalon Holdings as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.