Private Capital Group’s Aviva Plc AV Stock Holding History

Private Capital Group’s Portfolio AV Stock Details AV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$2K	Sell	191 -63	-25%	-$660	﹤0.01%	1623
2022 Q1	$3K	Hold	254	–	–	﹤0.01%	1735
2021 Q4	$3K	Buy	254 +29	+13%	+$343	﹤0.01%	1738
2021 Q3	$2K	Buy	225 +37	+20%	+$329	﹤0.01%	1930
2021 Q2	$2K	Buy	188 +51	+37%	+$543	﹤0.01%	1921
2021 Q1	$2K	Hold	137	–	–	﹤0.01%	1824
2020 Q4	$1K	Sell	137 -18	-12%	-$131	﹤0.01%	2017
2020 Q3	$1K	Sell	155 -151	-49%	-$974	﹤0.01%	1950
2020 Q2	$2K	Sell	306 -2	-0.6%	-$13	﹤0.01%	1774
2020 Q1	$2K	Buy	308 +301	+4,300%	+$1.96K	﹤0.01%	1735
2019 Q4	$0	Hold	7	–	–	﹤0.01%	2371
2019 Q3	$0	Sell	7 -110	-94%	–	﹤0.01%	2668
2019 Q2	$2K	Buy	117 +110	+1,571%	+$1.88K	﹤0.01%	1963
2019 Q1	$0	Hold	7	–	–	﹤0.01%	2400
2018 Q4	$0	Hold	7	–	–	﹤0.01%	2477
2018 Q3	$0	Sell	7 -110	-94%	–	﹤0.01%	2406
2018 Q2	$1K	Hold	117	–	–	﹤0.01%	2096
2018 Q1	$2K	Buy	117 +116	+11,600%	+$1.98K	﹤0.01%	1904
2017 Q4	$0	Buy	+1	New	–	﹤0.01%	2128

Other funds holding AV

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

EVM

Evelyn V. Moreno $212M AUM 31.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

MOTCO San Antonio, Texas $1.08B AUM 20.09% 1-Year Est. Return

Private Capital Group's AV Position: Q2 2022 in Review

Private Capital Group reduced its Aviva Plc (AV) stake by 25% in Q2 2022, selling an estimated $660 and leaving 191 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1623.

Private Capital Group first reported a position in AV in Q4 2017 and has held it in 19 quarters since. The position peaked at $3K in Q1 2022. 7 funds tracked by Wall St. Rank hold AV as of Q2 2022.

Private Capital Group held 191 shares of Aviva Plc worth $2K as of Q2 2022.
Private Capital Group sold 63 Aviva Plc shares in Q2 2022, an estimated $660.
Aviva Plc made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #1623 holding.
Private Capital Group first reported a position in Aviva Plc in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Aviva Plc position peaked at $3K in Q1 2022.
7 funds tracked by Wall St. Rank held Aviva Plc as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.