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Ropes Wealth Advisors’s American Vanguard Corp AVD Stock Holding History

Ropes Wealth Advisors’s Portfolio AVD Stock Details AVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-314
Closed -$6K – 600
2017
Q4 		$6K Hold
314
– – ﹤0.01% 584
2017
Q3 		$7K Buy
+314
New +$6.22K ﹤0.01% 544

Other funds holding AVD

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ropes Wealth Advisors's AVD Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of American Vanguard Corp (AVD) in Q1 2018, closing a stake of 314 shares — an estimated $6K sold.

Ropes Wealth Advisors first reported a position in AVD in Q3 2017 and held it in 2 quarters. The position peaked at $7K in Q3 2017. 133 funds tracked by Wall St. Rank hold AVD as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining American Vanguard Corp position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 314 American Vanguard Corp shares in Q1 2018, an estimated $6K.
  • Ropes Wealth Advisors first reported a position in American Vanguard Corp in Q3 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's American Vanguard Corp position peaked at $7K in Q3 2017.
  • 133 funds tracked by Wall St. Rank held American Vanguard Corp as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.