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Robertson Stephens Wealth Management’s Avis CAR Stock Holding History

Robertson Stephens Wealth Management’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-10,677
Closed -$2.08M – 424
2023
Q1 		$2.08M Buy
+10,677
New +$2.14M 0.16% 119

Other funds holding CAR

SIM
SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Robertson Stephens Wealth Management's CAR Position: Q2 2023 in Review

Robertson Stephens Wealth Management sold out of Avis (CAR) in Q2 2023, closing a stake of 10,677 shares — an estimated $2.08M sold.

Robertson Stephens Wealth Management first reported a position in CAR in Q1 2023 and held it in 1 quarter. The position peaked at $2.08M in Q1 2023. 301 funds tracked by Wall St. Rank hold CAR as of Q2 2023.

  • Robertson Stephens Wealth Management reported no remaining Avis position as of Q2 2023 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 10,677 Avis shares in Q2 2023, an estimated $2.08M.
  • Robertson Stephens Wealth Management first reported a position in Avis in Q1 2023 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Avis position peaked at $2.08M in Q1 2023.
  • 301 funds tracked by Wall St. Rank held Avis as of Q2 2023.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2023, filed 11 Aug 2023.