WAM
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Wealthspire Advisors (Maryland)’s Avis CAR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CAR Stock Details CAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-96
Closed -$3K – 700
2019
Q1 		$3K Buy
96
+14
+17% +$419 ﹤0.01% 1981
2018
Q4 		$2K Sell
82
-13
-14% -$377 ﹤0.01% 2061
2018
Q3 		$3K Buy
95
+15
+19% +$500 ﹤0.01% 2006
2018
Q2 		$3K Sell
80
-172
-68% -$7.49K ﹤0.01% 1982
2018
Q1 		$12K Sell
252
-203
-45% -$9.14K ﹤0.01% 1485
2017
Q4 		$20K Sell
455
-303
-40% -$12.1K ﹤0.01% 1323
2017
Q3 		$29K Buy
758
+45
+6% +$1.51K ﹤0.01% 1165
2017
Q2 		$19K Buy
713
+52
+8% +$1.34K ﹤0.01% 1279
2017
Q1 		$20K Buy
661
+620
+1,512% +$21.5K ﹤0.01% 1077
2016
Q4 		$2K Buy
41
+17
+71% +$616 ﹤0.01% 1538
2016
Q3 		$1K Buy
24
+3
+14% +$109 ﹤0.01% 1623
2016
Q2 		$1K Sell
21
-65
-76% -$1.8K ﹤0.01% 1590
2016
Q1 		$2K Buy
86
+41
+91% +$1.12K ﹤0.01% 1511
2015
Q4 		$2K Buy
+45
New +$1.9K ﹤0.01% 1513

Other funds holding CAR

SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
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
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GCM
Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Avis (CAR) in Q2 2019, closing a stake of 96 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in CAR in Q4 2015 and held it in 14 quarters. The position peaked at $29K in Q3 2017. 240 funds tracked by Wall St. Rank hold CAR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Avis position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 96 Avis shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Avis in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Avis position peaked at $29K in Q3 2017.
  • 240 funds tracked by Wall St. Rank held Avis as of Q2 2019.

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