United Capital Financial Advisors’s American Vanguard Corp AVD Stock Holding History

United Capital Financial 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
2021 Q3	–	Sell	-49,946	Closed	-$875K	–	1201
2021 Q2	$875K	Hold	49,946	–	–	﹤0.01%	730
2021 Q1	$1.02M	Sell	49,946 -10,000	-17%	-$190K	0.01%	662
2020 Q4	$930K	Hold	59,946	–	–	0.01%	691
2020 Q3	$788K	Hold	59,946	–	–	0.01%	720
2020 Q2	$825K	Hold	59,946	–	–	0.01%	721
2020 Q1	$867K	Sell	59,946 -5,000	-8%	-$83.1K	0.01%	667
2019 Q4	$1.26M	Hold	64,946	–	–	0.01%	700
2019 Q3	$1.02M	Hold	64,946	–	–	0.01%	745
2019 Q2	$1M	Hold	64,946	–	–	0.01%	810
2019 Q1	$1.12M	Buy	64,946 +7,236	+13%	+$128K	0.01%	749
2018 Q4	$877K	Hold	57,710	–	–	0.01%	749
2018 Q3	$1.04M	Hold	57,710	–	–	0.01%	771
2018 Q2	$1.32M	Buy	+57,710	New	+$1.28M	0.01%	691
2016 Q3	–	Sell	-12,710	Closed	-$191K	–	1259
2016 Q2	$191K	Hold	12,710	–	–	﹤0.01%	1179
2016 Q1	$201K	Sell	12,710 -7,500	-37%	-$97.9K	﹤0.01%	1123
2015 Q4	$283K	Hold	20,210	–	–	﹤0.01%	1037
2015 Q3	$234K	Hold	20,210	–	–	﹤0.01%	1119
2015 Q2	$279K	Hold	20,210	–	–	﹤0.01%	1094
2015 Q1	$220K	Hold	20,210	–	–	﹤0.01%	1156
2014 Q4	$235K	Hold	20,210	–	–	﹤0.01%	1040
2014 Q3	$226K	Hold	20,210	–	–	﹤0.01%	1003
2014 Q2	$267K	Hold	20,210	–	–	0.01%	761
2014 Q1	$438K	Hold	20,210	–	–	0.01%	661
2013 Q4	$491K	Hold	20,210	–	–	0.02%	440
2013 Q3	$544K	Hold	20,210	–	–	0.02%	428
2013 Q2	$474K	Buy	+20,210	New	+$588K	0.01%	515

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

United Capital Financial Advisors's AVD Position: Q3 2021 in Review

United Capital Financial Advisors sold out of American Vanguard Corp (AVD) in Q3 2021, closing a stake of 49,946 shares — an estimated $875K sold.

United Capital Financial Advisors first reported a position in AVD in Q2 2013 and held it in 26 quarters. The position peaked at $1.32M in Q2 2018. 138 funds tracked by Wall St. Rank hold AVD as of Q3 2021.

United Capital Financial Advisors reported no remaining American Vanguard Corp position as of Q3 2021 after selling out during the quarter.
United Capital Financial Advisors sold 49,946 American Vanguard Corp shares in Q3 2021, an estimated $875K.
United Capital Financial Advisors first reported a position in American Vanguard Corp in Q2 2013 and held it in 26 quarters.
United Capital Financial Advisors's American Vanguard Corp position peaked at $1.32M in Q2 2018.
138 funds tracked by Wall St. Rank held American Vanguard Corp as of Q3 2021.

Based on United Capital Financial Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.