Wealthspire Advisors (Maryland)’s AVX Corporation AVX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AVX Stock Details AVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-154	Closed	-$3K	–	2419
2019 Q1	$3K	Hold	154	–	–	﹤0.01%	2094
2018 Q4	$2K	Hold	154	–	–	﹤0.01%	2180
2018 Q3	$3K	Hold	154	–	–	﹤0.01%	2103
2018 Q2	$2K	Hold	154	–	–	﹤0.01%	2245
2018 Q1	$3K	Hold	154	–	–	﹤0.01%	2100
2017 Q4	$3K	Hold	154	–	–	﹤0.01%	2053
2017 Q3	$3K	Hold	154	–	–	﹤0.01%	1940
2017 Q2	$3K	Hold	154	–	–	﹤0.01%	1936
2017 Q1	$3K	Hold	154	–	–	﹤0.01%	1653
2016 Q4	$2K	Sell	154 -182	-54%	-$2.68K	﹤0.01%	1588
2016 Q3	$5K	Hold	336	–	–	﹤0.01%	1408
2016 Q2	$5K	Hold	336	–	–	﹤0.01%	1359
2016 Q1	$4K	Hold	336	–	–	﹤0.01%	1420
2015 Q4	$4K	Buy	+336	New	+$4.44K	﹤0.01%	1417

Other funds holding AVX

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of AVX Corporation (AVX) in Q2 2019, closing a stake of 154 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in AVX in Q4 2015 and held it in 14 quarters. The position peaked at $5K in Q3 2016. 150 funds tracked by Wall St. Rank hold AVX as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining AVX Corporation position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 154 AVX Corporation shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in AVX Corporation in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s AVX Corporation position peaked at $5K in Q3 2016.
150 funds tracked by Wall St. Rank held AVX Corporation as of Q2 2019.

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