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Opal Wealth Advisors’s American Vanguard Corp AVD Stock Holding History

Opal Wealth Advisors’s Portfolio AVD Stock Details AVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-250
Closed -$2.15K – 265
2024
Q2 		$2.15K Buy
+250
New +$2.56K ﹤0.01% 950

Other funds holding AVD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Opal Wealth Advisors's AVD Position: Q3 2024 in Review

Opal Wealth Advisors sold out of American Vanguard Corp (AVD) in Q3 2024, closing a stake of 250 shares — an estimated $2.15K sold.

Opal Wealth Advisors first reported a position in AVD in Q2 2024 and held it in 1 quarter. The position peaked at $2.15K in Q2 2024. 119 funds tracked by Wall St. Rank hold AVD as of Q3 2024.

  • Opal Wealth Advisors reported no remaining American Vanguard Corp position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 250 American Vanguard Corp shares in Q3 2024, an estimated $2.15K.
  • Opal Wealth Advisors first reported a position in American Vanguard Corp in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's American Vanguard Corp position peaked at $2.15K in Q2 2024.
  • 119 funds tracked by Wall St. Rank held American Vanguard Corp as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.