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Advantage Solutions shares owned by Pasadena Private Wealth

Quarter-by-quarter ownership of Advantage Solutions (ADV) shares owned by Pasadena Private Wealth from 13F filings

Historical chart of Pasadena Private Wealth investment in Advantage Solutions

Tip: Access up to 7 years of quarterly data

All positions including Advantage Solutions held by Pasadena Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advantage Solutions by Pasadena Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $484k 112k 4.33
2023-12-31 $405k 112k 3.62
2023-09-30 $362k 128k 2.84
2023-06-30 $298k 128k 2.34
2023-03-31 $201k 128k 1.58
2022-12-31 $265k 128k 2.08

More positions owned by Pasadena Private Wealth

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Pacer Fds Tr Pacer Us Small (CALF)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Flexshares Tr Mornstar Upstr (GUNR)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Direxion Shs Etf Tr Auspce Cmd Stg (COM)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Pasadena Private Wealth

Top funds holding Advantage Solutions

CVC Capital Partners VI
Vanguard Group
BlackRock
Atairos Partners GP
Dimensional Fund Advisors
Kent Lake Capital
Contrarian Capital Management
Empowered Funds
Ancora Advisors
Kennedy Capital Management
BlackBarn Capital Partners
Millennium Management
Charles Schwab Investment Management
Marshall Wace
Arrowstreet Capital, Limited Partnership

View all funds holding Advantage Solutions