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Patriot Financial Group Insurance Agency’s Advantage Solutions ADV Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ADV Stock Details ADV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4
Closed -$1K – 2029
2021
Q4 		$1K Hold
4
– – ﹤0.01% 2000
2021
Q3 		$1K Hold
4
– – ﹤0.01% 2009
2021
Q2 		$1K Hold
4
– – ﹤0.01% 1940
2021
Q1 		$1K Hold
4
– – ﹤0.01% 1839
2020
Q4 		$1K Buy
+4
New +$1.05K ﹤0.01% 1709

Other funds holding ADV

LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ADV Position: Q1 2022 in Review

Patriot Financial Group Insurance Agency sold out of Advantage Solutions (ADV) in Q1 2022, closing a stake of 4 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in ADV in Q4 2020 and held it in 5 quarters. The position peaked at $1K in Q4 2021. 89 funds tracked by Wall St. Rank hold ADV as of Q1 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Advantage Solutions position as of Q1 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4 Advantage Solutions shares in Q1 2022, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in Advantage Solutions in Q4 2020 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Advantage Solutions position peaked at $1K in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Advantage Solutions as of Q1 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2022, filed 11 May 2022.