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TD Waterhouse Canada’s Willamette Valley Vineyards WVVI Stock Holding History

TD Waterhouse Canada’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-320
Closed -$3.66K – 1883
2021
Q4 		$3.66K Buy
+320
New +$4.29K ﹤0.01% 1496

Other funds holding WVVI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NCM
Next Capital Management New York $330M AUM 11.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
CWA
Clearview Wealth Advisors Salem, Oregon $158M AUM 14.25% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TD Waterhouse Canada's WVVI Position: Q1 2022 in Review

TD Waterhouse Canada sold out of Willamette Valley Vineyards (WVVI) in Q1 2022, closing a stake of 320 shares — an estimated $3.66K sold.

TD Waterhouse Canada first reported a position in WVVI in Q4 2021 and held it in 1 quarter. The position peaked at $3.66K in Q4 2021. 38 funds tracked by Wall St. Rank hold WVVI as of Q1 2022.

  • TD Waterhouse Canada reported no remaining Willamette Valley Vineyards position as of Q1 2022 after selling out during the quarter.
  • TD Waterhouse Canada sold 320 Willamette Valley Vineyards shares in Q1 2022, an estimated $3.66K.
  • TD Waterhouse Canada first reported a position in Willamette Valley Vineyards in Q4 2021 and held it in 1 quarter.
  • TD Waterhouse Canada's Willamette Valley Vineyards position peaked at $3.66K in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2022.

Based on TD Waterhouse Canada's 13F filing for Q1 2022, filed 13 Nov 2023.