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NewEdge Advisors’s Avalon Holdings AWX Stock Holding History

NewEdge Advisors’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
2020
Q3 		– Sell
-14,500
Closed -$23K – 926
2020
Q2 		$23K Hold
14,500
– – ﹤0.01% 847
2020
Q1 		$19K Hold
14,500
– – ﹤0.01% 782
2019
Q4 		$27K Hold
14,500
– – ﹤0.01% 805
2019
Q3 		$32K Buy
+14,500
New +$34.2K ﹤0.01% 804

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
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NewEdge Advisors's AWX Position: Q3 2020 in Review

NewEdge Advisors sold out of Avalon Holdings (AWX) in Q3 2020, closing a stake of 14,500 shares — an estimated $23K sold.

NewEdge Advisors first reported a position in AWX in Q3 2019 and held it in 4 quarters. The position peaked at $32K in Q3 2019. 14 funds tracked by Wall St. Rank hold AWX as of Q3 2020.

  • NewEdge Advisors reported no remaining Avalon Holdings position as of Q3 2020 after selling out during the quarter.
  • NewEdge Advisors sold 14,500 Avalon Holdings shares in Q3 2020, an estimated $23K.
  • NewEdge Advisors first reported a position in Avalon Holdings in Q3 2019 and held it in 4 quarters.
  • NewEdge Advisors's Avalon Holdings position peaked at $32K in Q3 2019.
  • 14 funds tracked by Wall St. Rank held Avalon Holdings as of Q3 2020.

Based on NewEdge Advisors's 13F filing for Q3 2020, filed 3 Nov 2020.