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

Sutton 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
2023 Q1	–	Sell	-422	Closed	-$9.16K	–	872
2022 Q4	$9.16K	Hold	422	–	–	﹤0.01%	975
2022 Q3	$7.89K	Sell	422 -6	-1%	-$125	﹤0.01%	963
2022 Q2	$9.57K	Buy	428 +11	+3%	+$246	﹤0.01%	915
2022 Q1	$8.47K	Sell	417 -11	-3%	-$180	﹤0.01%	985
2021 Q4	$7.01K	Buy	428 +11	+3%	+$172	﹤0.01%	1020
2021 Q3	$6.28K	Hold	417	–	–	﹤0.01%	1021
2021 Q2	$7.3K	Hold	417	–	–	﹤0.01%	983
2021 Q1	$8.51K	Hold	417	–	–	﹤0.01%	920
2020 Q4	$6.47K	Hold	417	–	–	﹤0.01%	922
2020 Q3	$5.48K	Hold	417	–	–	﹤0.01%	903
2020 Q2	$5.74K	Sell	417 -488	-54%	-$6.55K	﹤0.01%	833
2020 Q1	$13.1K	Hold	905	–	–	0.01%	584
2019 Q4	$17.6K	Hold	905	–	–	0.01%	651
2019 Q3	$14.2K	Hold	905	–	–	0.01%	696
2019 Q2	$13.9K	Hold	905	–	–	0.01%	680
2019 Q1	$15.6K	Hold	905	–	–	0.01%	659
2018 Q4	$13.7K	Hold	905	–	–	0.01%	659
2018 Q3	$16.3K	Hold	905	–	–	0.01%	662
2018 Q2	$20.8K	Hold	905	–	–	0.01%	575
2018 Q1	$18.3K	Hold	905	–	–	0.01%	607
2017 Q4	$17.8K	Hold	905	–	–	0.01%	591
2017 Q3	$20.7K	Hold	905	–	–	0.02%	533
2017 Q2	$15.6K	Hold	905	–	–	0.01%	613
2017 Q1	$15K	Hold	905	–	–	0.01%	605
2016 Q4	$17.3K	Hold	905	–	–	0.02%	540
2016 Q3	$14.5K	Hold	905	–	–	0.01%	556
2016 Q2	$13.7K	Hold	905	–	–	0.01%	551
2016 Q1	$14.3K	Buy	+905	New	+$11.8K	0.01%	525

Other funds holding AVD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCA

Cruiser Capital Advisors Stamford, Connecticut $257M AUM 65.27% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sutton Wealth Advisors's AVD Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of American Vanguard Corp (AVD) in Q1 2023, closing a stake of 422 shares — an estimated $9.16K sold.

Sutton Wealth Advisors first reported a position in AVD in Q1 2016 and held it in 28 quarters. The position peaked at $20.8K in Q2 2018. 158 funds tracked by Wall St. Rank hold AVD as of Q1 2023.

Sutton Wealth Advisors reported no remaining American Vanguard Corp position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 422 American Vanguard Corp shares in Q1 2023, an estimated $9.16K.
Sutton Wealth Advisors first reported a position in American Vanguard Corp in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's American Vanguard Corp position peaked at $20.8K in Q2 2018.
158 funds tracked by Wall St. Rank held American Vanguard Corp as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.