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U.S. Capital Wealth Advisors’s AeroVironment AVAV Stock Holding History

U.S. Capital Wealth Advisors’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
2023
Q1 		– Sell
-210
Closed -$18K – 700
2022
Q4 		$18K Buy
+210
New +$18K ﹤0.01% 1131

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 $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
HCL
Heard Capital LLC Chicago, Illinois $2.34B AUM 46.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

U.S. Capital Wealth Advisors's AVAV Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of AeroVironment (AVAV) in Q1 2023, closing a stake of 210 shares — an estimated $18K sold.

U.S. Capital Wealth Advisors first reported a position in AVAV in Q4 2022 and held it in 1 quarter. The position peaked at $18K in Q4 2022. 266 funds tracked by Wall St. Rank hold AVAV as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining AeroVironment position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 210 AeroVironment shares in Q1 2023, an estimated $18K.
  • U.S. Capital Wealth Advisors first reported a position in AeroVironment in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's AeroVironment position peaked at $18K in Q4 2022.
  • 266 funds tracked by Wall St. Rank held AeroVironment as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.