SVA Wealth Management’s National Presto Industries NPK Stock Holding History

SVA Wealth Management’s Portfolio NPK Stock Details NPK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,531	Closed	-$224K	–	204
2019 Q4	$224K	Sell	2,531 -394	-13%	-$34.3K	0.02%	196
2019 Q3	$261K	Hold	2,925	–	–	0.03%	180
2019 Q2	$273K	Sell	2,925 -300	-9%	-$30.5K	0.03%	183
2019 Q1	$350K	Sell	3,225 -134	-4%	-$15.6K	0.03%	174
2018 Q4	$393K	Hold	3,359	–	–	0.04%	161
2018 Q3	$435K	Sell	3,359 -200	-6%	-$25.4K	0.04%	160
2018 Q2	$441K	Sell	3,559 -250	-7%	-$27K	0.05%	159
2018 Q1	$405K	Buy	3,809 +1,050	+38%	+$104K	0.05%	156
2017 Q4	$274K	Sell	2,759 -1,050	-28%	-$115K	0.03%	185
2017 Q3	$405K	Hold	3,809	–	–	0.05%	156
2017 Q2	$421K	Hold	3,809	–	–	0.05%	147
2017 Q1	$389K	Hold	3,809	–	–	0.05%	147
2016 Q4	$405K	Sell	3,809 -200	-5%	-$18.6K	0.06%	151
2016 Q3	$352K	Hold	4,009	–	–	0.05%	155
2016 Q2	$378K	Hold	4,009	–	–	0.06%	155
2016 Q1	$336K	Hold	4,009	–	–	0.06%	164
2015 Q4	$332K	Hold	4,009	–	–	0.06%	177
2015 Q3	$338K	Hold	4,009	–	–	0.06%	167
2015 Q2	$322K	Hold	4,009	–	–	0.06%	172
2015 Q1	$254K	Buy	+4,009	New	+$247K	0.05%	189

Other funds holding NPK

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

SVA Wealth Management's NPK Position: Q1 2020 in Review

SVA Wealth Management sold out of National Presto Industries (NPK) in Q1 2020, closing a stake of 2,531 shares — an estimated $224K sold.

SVA Wealth Management first reported a position in NPK in Q1 2015 and held it in 20 quarters. The position peaked at $441K in Q2 2018. 122 funds tracked by Wall St. Rank hold NPK as of Q1 2020.

SVA Wealth Management reported no remaining National Presto Industries position as of Q1 2020 after selling out during the quarter.
SVA Wealth Management sold 2,531 National Presto Industries shares in Q1 2020, an estimated $224K.
SVA Wealth Management first reported a position in National Presto Industries in Q1 2015 and held it in 20 quarters.
SVA Wealth Management's National Presto Industries position peaked at $441K in Q2 2018.
122 funds tracked by Wall St. Rank held National Presto Industries as of Q1 2020.

Based on SVA Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.