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Simplicity Solutions’s American Vanguard Corp AVD Stock Holding History

Simplicity Solutions’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
2023
Q4 		– Sell
-16,651
Closed -$182K – 1074
2023
Q3 		$182K Buy
16,651
+1,748
+12% +$26.6K 0.01% 911
2023
Q2 		$266K Buy
+14,903
New +$275K 0.01% 872

Other funds holding AVD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Cruiser Capital Advisors Stamford, Connecticut $162M AUM 78.28% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
ICM
Invenomic Capital Management Boston, Massachusetts $1.67B AUM 1.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Simplicity Solutions's AVD Position: Q4 2023 in Review

Simplicity Solutions sold out of American Vanguard Corp (AVD) in Q4 2023, closing a stake of 16,651 shares — an estimated $182K sold.

Simplicity Solutions first reported a position in AVD in Q2 2023 and held it in 2 quarters. The position peaked at $266K in Q2 2023. 136 funds tracked by Wall St. Rank hold AVD as of Q4 2023.

  • Simplicity Solutions reported no remaining American Vanguard Corp position as of Q4 2023 after selling out during the quarter.
  • Simplicity Solutions sold 16,651 American Vanguard Corp shares in Q4 2023, an estimated $182K.
  • Simplicity Solutions first reported a position in American Vanguard Corp in Q2 2023 and held it in 2 quarters.
  • Simplicity Solutions's American Vanguard Corp position peaked at $266K in Q2 2023.
  • 136 funds tracked by Wall St. Rank held American Vanguard Corp as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.