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Richard Pzena

Pzena Investment Management

Richard Pzena Volkswagen AG Pref 1/10 ADR stake

total: 584

Pzena Investment Management VWAPY trades

Total transactions:
3
New positions:
1
Sold out:
1
Added:
1
Held since:
2022 Q1
Held for:
4 quarters
Latest activity:
2023 Q1
According to 2026 Q2 report, Richard Pzena doesn't hold any Volkswagen AG Pref 1/10 ADR (VWAPY) shares. To date, the estimated cost basis is nearly $14.79 for "buy" trades and estimated average "sell" price is $12.38. Pzena Investment Management first purchased VWAPY in 2022 Q1, initially acquiring 42,703 shares. Since the initial investment in Volkswagen AG Pref 1/10 ADR (VWAPY), Pzena Investment Management has made 2 more transactions.

When did Richard Pzena sell Volkswagen AG Pref 1/10 ADR (VWAPY)?

Richard Pzena sold off the entire Volkswagen AG Pref 1/10 ADR (VWAPY) position in 2023 Q1.

When did Richard Pzena buy Volkswagen AG Pref 1/10 ADR (VWAPY)?

Richard Pzena first invested in Volkswagen AG Pref 1/10 ADR (VWAPY) in 2022 Q1 at the reported quarter-end price of $17.14 per share.

What's the cost basis of Pzena Investment Management's VWAPY stake?

The estimated cost basis for Volkswagen AG Pref 1/10 ADR (VWAPY) stake is around $14.79 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$14.79
Weighted AVG sell price:
$12.38

Richard Pzena's historical trades in Volkswagen AG Pref 1/10 ADR

3 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2023 Q1
0.00%
0
$12.38
-100% (-84,525)
-0%
2022 Q4
0.00%
84,525
$12.38
$1,046,420
+97.94% (+41,822)
+0%
2022 Q1
0.00%
42,703
$17.14
$732,000
new
+0%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.