W
AV

WealthStone’s Aviva Plc AV Stock Holding History

WealthStone’s Portfolio AV Stock Details AV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-125
Closed -$1.32K – 734
2019
Q2 		$1.32K Buy
+125
New +$1.32K ﹤0.01% 608

Other funds holding AV

CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
CIP
Cornerstone Investment Partners Atlanta, Georgia $2.38B AUM 32.49% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
AP
Advisor Partners Walnut Creek, California $1.42B AUM 3.97% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
LWA
Lenox Wealth Advisors New York $798M AUM 5.74% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

WealthStone's AV Position: Q3 2019 in Review

WealthStone sold out of Aviva Plc (AV) in Q3 2019, closing a stake of 125 shares — an estimated $1.32K sold.

WealthStone first reported a position in AV in Q2 2019 and held it in 1 quarter. The position peaked at $1.32K in Q2 2019. 15 funds tracked by Wall St. Rank hold AV as of Q3 2019.

  • WealthStone reported no remaining Aviva Plc position as of Q3 2019 after selling out during the quarter.
  • WealthStone sold 125 Aviva Plc shares in Q3 2019, an estimated $1.32K.
  • WealthStone first reported a position in Aviva Plc in Q2 2019 and held it in 1 quarter.
  • WealthStone's Aviva Plc position peaked at $1.32K in Q2 2019.
  • 15 funds tracked by Wall St. Rank held Aviva Plc as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.