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Steward Partners Investment Advisory’s Coffee Holding Co JVA Stock Holding History

Steward Partners Investment Advisory’s Portfolio JVA Stock Details JVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-6,000
Closed -$29.6K – 7253
2021
Q1 		$29.6K Buy
+6,000
New +$29.7K ﹤0.01% 2272

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AA
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VFA
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Steward Partners Investment Advisory's JVA Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Coffee Holding Co (JVA) in Q2 2021, closing a stake of 6,000 shares — an estimated $29.6K sold.

Steward Partners Investment Advisory first reported a position in JVA in Q1 2021 and held it in 1 quarter. The position peaked at $29.6K in Q1 2021. 25 funds tracked by Wall St. Rank hold JVA as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining Coffee Holding Co position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 6,000 Coffee Holding Co shares in Q2 2021, an estimated $29.6K.
  • Steward Partners Investment Advisory first reported a position in Coffee Holding Co in Q1 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Coffee Holding Co position peaked at $29.6K in Q1 2021.
  • 25 funds tracked by Wall St. Rank held Coffee Holding Co as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.