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Romano Brothers & Co’s Willamette Valley Vineyards WVVI Stock Holding History

Romano Brothers & Co’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
2023
Q1 		– Sell
-1,000
Closed -$5.97K – 992
2022
Q4 		$5.97K Buy
+1,000
New +$6.09K ﹤0.01% 810

Other funds holding WVVI

Vanguard Group
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return

Romano Brothers & Co's WVVI Position: Q1 2023 in Review

Romano Brothers & Co sold out of Willamette Valley Vineyards (WVVI) in Q1 2023, closing a stake of 1,000 shares — an estimated $5.97K sold.

Romano Brothers & Co first reported a position in WVVI in Q4 2022 and held it in 1 quarter. The position peaked at $5.97K in Q4 2022. 33 funds tracked by Wall St. Rank hold WVVI as of Q1 2023.

  • Romano Brothers & Co reported no remaining Willamette Valley Vineyards position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 1,000 Willamette Valley Vineyards shares in Q1 2023, an estimated $5.97K.
  • Romano Brothers & Co first reported a position in Willamette Valley Vineyards in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's Willamette Valley Vineyards position peaked at $5.97K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.