SWM
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Selective Wealth Management’s Avis CAR Stock Holding History

Selective 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
2022
Q1 		– Sell
-300
Closed -$62K – 734
2021
Q4 		$62K Hold
300
– – 0.03% 246
2021
Q3 		$35K Buy
+300
New +$26.4K 0.02% 295

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
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Selective Wealth Management's CAR Position: Q1 2022 in Review

Selective Wealth Management sold out of Avis (CAR) in Q1 2022, closing a stake of 300 shares — an estimated $62K sold.

Selective Wealth Management first reported a position in CAR in Q3 2021 and held it in 2 quarters. The position peaked at $62K in Q4 2021. 295 funds tracked by Wall St. Rank hold CAR as of Q1 2022.

  • Selective Wealth Management reported no remaining Avis position as of Q1 2022 after selling out during the quarter.
  • Selective Wealth Management sold 300 Avis shares in Q1 2022, an estimated $62K.
  • Selective Wealth Management first reported a position in Avis in Q3 2021 and held it in 2 quarters.
  • Selective Wealth Management's Avis position peaked at $62K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held Avis as of Q1 2022.

Based on Selective Wealth Management's 13F filing for Q1 2022, filed 20 Apr 2022.