Optimum Investment Advisors’s Autoliv ALV Stock Holding History

Optimum Investment Advisors’s Portfolio ALV Stock Details ALV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-100	Closed	-$9.65K	–	641
2023 Q3	$9.65K	Hold	100	–	–	﹤0.01%	548
2023 Q2	$8.5K	Buy	+100	New	+$8.67K	﹤0.01%	564
2022 Q3	–	Sell	-400	Closed	-$29K	–	803
2022 Q2	$29K	Hold	400	–	–	0.01%	466
2022 Q1	$31K	Hold	400	–	–	0.01%	510
2021 Q4	$41K	Hold	400	–	–	0.02%	497
2021 Q3	$34K	Hold	400	–	–	0.01%	521
2021 Q2	$39K	Hold	400	–	–	0.01%	561
2021 Q1	$37K	Hold	400	–	–	0.01%	559
2020 Q4	$37K	Hold	400	–	–	0.01%	527
2020 Q3	$29K	Hold	400	–	–	0.01%	533
2020 Q2	$26K	Hold	400	–	–	0.01%	551
2020 Q1	$18K	Hold	400	–	–	0.01%	590
2019 Q4	$34K	Hold	400	–	–	0.01%	586
2019 Q3	$32K	Hold	400	–	–	0.01%	591
2019 Q2	$28K	Hold	400	–	–	0.01%	620
2019 Q1	$29K	Hold	400	–	–	0.01%	623
2018 Q4	$28K	Hold	400	–	–	0.01%	579
2018 Q3	$35K	Sell	400 -155	-28%	-$14.8K	0.01%	609
2018 Q2	$57K	Hold	555	–	–	0.02%	506
2018 Q1	$58K	Buy	+555	New	+$57.2K	0.02%	502
2015 Q1	$47K	Hold	555	–	–	0.01%	520
2014 Q4	$42K	Hold	555	–	–	0.01%	557
2014 Q3	$38K	Hold	555	–	–	0.01%	522
2014 Q2	$43K	Buy	+555	New	+$41.5K	0.01%	516

Other funds holding ALV

CCI

Cevian Capital II St. Helier, Jersey $3.12B AUM 25.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Optimum Investment Advisors's ALV Position: Q4 2023 in Review

Optimum Investment Advisors sold out of Autoliv (ALV) in Q4 2023, closing a stake of 100 shares — an estimated $9.65K sold.

Optimum Investment Advisors first reported a position in ALV in Q2 2014 and held it in 24 quarters. The position peaked at $58K in Q1 2018. 370 funds tracked by Wall St. Rank hold ALV as of Q4 2023.

Optimum Investment Advisors reported no remaining Autoliv position as of Q4 2023 after selling out during the quarter.
Optimum Investment Advisors sold 100 Autoliv shares in Q4 2023, an estimated $9.65K.
Optimum Investment Advisors first reported a position in Autoliv in Q2 2014 and held it in 24 quarters.
Optimum Investment Advisors's Autoliv position peaked at $58K in Q1 2018.
370 funds tracked by Wall St. Rank held Autoliv as of Q4 2023.

Based on Optimum Investment Advisors's 13F filing for Q4 2023, filed 8 Jan 2024.