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V Wealth Advisors’s Stoneridge SRI Stock Holding History

V Wealth Advisors’s Portfolio SRI Stock Details SRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,881
Closed -$213K – 374
2019
Q4 		$213K Hold
6,881
– – 0.08% 265
2019
Q3 		$213K Sell
6,881
-84
-1% -$2.63K 0.08% 265
2019
Q2 		$233K Buy
6,965
+1
+0% +$30 0.09% 233
2019
Q1 		$219K Sell
6,964
-178
-2% -$4.87K 0.09% 228
2018
Q4 		$212K Hold
7,142
– – 0.11% 196
2018
Q3 		$212K Hold
7,142
– – 0.1% 208
2018
Q2 		$251K Buy
+7,142
New +$217K 0.14% 169

Other funds holding SRI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

V Wealth Advisors's SRI Position: Q1 2020 in Review

V Wealth Advisors sold out of Stoneridge (SRI) in Q1 2020, closing a stake of 6,881 shares — an estimated $213K sold.

V Wealth Advisors first reported a position in SRI in Q2 2018 and held it in 7 quarters. The position peaked at $251K in Q2 2018. 119 funds tracked by Wall St. Rank hold SRI as of Q1 2020.

  • V Wealth Advisors reported no remaining Stoneridge position as of Q1 2020 after selling out during the quarter.
  • V Wealth Advisors sold 6,881 Stoneridge shares in Q1 2020, an estimated $213K.
  • V Wealth Advisors first reported a position in Stoneridge in Q2 2018 and held it in 7 quarters.
  • V Wealth Advisors's Stoneridge position peaked at $251K in Q2 2018.
  • 119 funds tracked by Wall St. Rank held Stoneridge as of Q1 2020.

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