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Northwest Wealth Management’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

Northwest Wealth Management’s Portfolio AIVL Stock Details AIVL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-65
Closed -$6K – 130
2019
Q1 		$6K Hold
65
– – ﹤0.01% 383
2018
Q4 		$5K Hold
65
– – ﹤0.01% 386
2018
Q3 		$6K Hold
65
– – ﹤0.01% 395
2018
Q2 		$6K Hold
65
– – ﹤0.01% 387
2018
Q1 		$6K Buy
+65
New +$5.74K ﹤0.01% 394

Other funds holding AIVL

TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HCP
Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return
LWA
Lowe Wealth Advisors Columbia, Maryland $274M AUM 14.31% 1-Year Est. Return

Northwest Wealth Management's AIVL Position: Q2 2019 in Review

Northwest Wealth Management sold out of WisdomTree US AI Enhanced Value Fund (AIVL) in Q2 2019, closing a stake of 65 shares — an estimated $6K sold.

Northwest Wealth Management first reported a position in AIVL in Q1 2018 and held it in 5 quarters. The position peaked at $6K in Q1 2019. 139 funds tracked by Wall St. Rank hold AIVL as of Q2 2019.

  • Northwest Wealth Management reported no remaining WisdomTree US AI Enhanced Value Fund position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 65 WisdomTree US AI Enhanced Value Fund shares in Q2 2019, an estimated $6K.
  • Northwest Wealth Management first reported a position in WisdomTree US AI Enhanced Value Fund in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's WisdomTree US AI Enhanced Value Fund position peaked at $6K in Q1 2019.
  • 139 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.