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Realta Investment Advisors’s Willamette Valley Vineyards WVVI Stock Holding History

Realta Investment Advisors’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-300
Closed -$2K – 1416
2019
Q4 		$2K Hold
300
– – ﹤0.01% 1505
2019
Q3 		$2K Hold
300
– – ﹤0.01% 1529
2019
Q2 		$2K Hold
300
– – ﹤0.01% 1595
2019
Q1 		$2K Buy
+300
New +$2.13K ﹤0.01% 1241

Other funds holding WVVI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Realta Investment Advisors's WVVI Position: Q1 2020 in Review

Realta Investment Advisors sold out of Willamette Valley Vineyards (WVVI) in Q1 2020, closing a stake of 300 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in WVVI in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 26 funds tracked by Wall St. Rank hold WVVI as of Q1 2020.

  • Realta Investment Advisors reported no remaining Willamette Valley Vineyards position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 300 Willamette Valley Vineyards shares in Q1 2020, an estimated $2K.
  • Realta Investment Advisors first reported a position in Willamette Valley Vineyards in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Willamette Valley Vineyards position peaked at $2K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.