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Pinnacle Wealth Planning Services’s American Vanguard Corp AVD Stock Holding History

Pinnacle Wealth Planning Services’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
2026
Q1 		– Sell
-340
Closed -$1.3K – 2744
2025
Q4 		$1.3K Buy
+340
New +$1.59K ﹤0.01% 2554
2024
Q3 		– Sell
-10,995
Closed -$94.6K – 534
2024
Q2 		$94.6K Sell
10,995
-266
-2% -$2.72K 0.01% 487
2024
Q1 		$146K Hold
11,261
– – 0.02% 458
2023
Q4 		$124K Buy
+11,261
New +$112K 0.02% 439
2021
Q1 		– Sell
-252
Closed -$4K – 478
2020
Q4 		$4K Buy
+252
New +$3.71K ﹤0.01% 1709

Other funds holding AVD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Potomac Capital Management New York $115M AUM
CCA
Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return