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TFO Wealth Partners’s AeroVironment AVAV Stock Holding History

TFO Wealth Partners’s Portfolio AVAV Stock Details AVAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,000
Closed -$60K – 86
2020
Q3 		$60K Hold
1,000
– – 0.02% 45
2020
Q2 		$80K Hold
1,000
– – 0.03% 42
2020
Q1 		$60K Hold
1,000
– – 0.03% 52
2019
Q4 		$61K Buy
+1,000
New +$59.9K 0.06% 58

Other funds holding AVAV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
American Capital Management New York $2.23B AUM 28.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

TFO Wealth Partners's AVAV Position: Q4 2020 in Review

TFO Wealth Partners sold out of AeroVironment (AVAV) in Q4 2020, closing a stake of 1,000 shares — an estimated $60K sold.

TFO Wealth Partners first reported a position in AVAV in Q4 2019 and held it in 4 quarters. The position peaked at $80K in Q2 2020. 229 funds tracked by Wall St. Rank hold AVAV as of Q4 2020.

  • TFO Wealth Partners reported no remaining AeroVironment position as of Q4 2020 after selling out during the quarter.
  • TFO Wealth Partners sold 1,000 AeroVironment shares in Q4 2020, an estimated $60K.
  • TFO Wealth Partners first reported a position in AeroVironment in Q4 2019 and held it in 4 quarters.
  • TFO Wealth Partners's AeroVironment position peaked at $80K in Q2 2020.
  • 229 funds tracked by Wall St. Rank held AeroVironment as of Q4 2020.

Based on TFO Wealth Partners's 13F filing for Q4 2020, filed 29 Jan 2021.