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Wealthspire Advisors (Maryland)’s American Vanguard Corp AVD Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-60
Closed -$1K – 585
2019
Q1 		$1K Hold
60
– – ﹤0.01% 2291
2018
Q4 		$1K Sell
60
-37
-38% -$609 ﹤0.01% 2221
2018
Q3 		$2K Buy
97
+37
+62% +$769 ﹤0.01% 2128
2018
Q2 		$1K Hold
60
– – ﹤0.01% 2275
2018
Q1 		$1K Sell
60
-230
-79% -$4.77K ﹤0.01% 2297
2017
Q4 		$6K Buy
290
+178
+159% +$3.69K ﹤0.01% 1760
2017
Q3 		$3K Buy
+112
New +$2.22K ﹤0.01% 1894

Other funds holding AVD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AVD Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of American Vanguard Corp (AVD) in Q2 2019, closing a stake of 60 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in AVD in Q3 2017 and held it in 7 quarters. The position peaked at $6K in Q4 2017. 129 funds tracked by Wall St. Rank hold AVD as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining American Vanguard Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 60 American Vanguard Corp shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in American Vanguard Corp in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s American Vanguard Corp position peaked at $6K in Q4 2017.
  • 129 funds tracked by Wall St. Rank held American Vanguard Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.