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Plante Moran Financial Advisors’s CVD Equipment Corp CVV Stock Holding History

Plante Moran Financial Advisors’s Portfolio CVV Stock Details CVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-422
Closed -$2K – 839
2021
Q4 		$2K Buy
+422
New +$1.96K ﹤0.01% 907

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Geode Capital Management
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Dimensional Fund Advisors
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Two Sigma Advisers
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Plante Moran Financial Advisors's CVV Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of CVD Equipment Corp (CVV) in Q1 2022, closing a stake of 422 shares — an estimated $2K sold.

Plante Moran Financial Advisors first reported a position in CVV in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 16 funds tracked by Wall St. Rank hold CVV as of Q1 2022.

  • Plante Moran Financial Advisors reported no remaining CVD Equipment Corp position as of Q1 2022 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 422 CVD Equipment Corp shares in Q1 2022, an estimated $2K.
  • Plante Moran Financial Advisors first reported a position in CVD Equipment Corp in Q4 2021 and held it in 1 quarter.
  • Plante Moran Financial Advisors's CVD Equipment Corp position peaked at $2K in Q4 2021.
  • 16 funds tracked by Wall St. Rank held CVD Equipment Corp as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.