AWP
AVDE icon

Abacus Wealth Partners’s Avantis International Equity ETF AVDE Stock Holding History

Abacus Wealth Partners’s Portfolio AVDE Stock Details AVDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-30,422
Closed -$1.93M – 92
2021
Q4 		$1.93M Buy
30,422
+12,178
+67% +$774K 0.68% 19
2021
Q3 		$1.14M Buy
18,244
+14,857
+439% +$949K 0.42% 23
2021
Q2 		$214K Buy
+3,387
New +$215K 0.08% 108

Other funds holding AVDE

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Abacus Wealth Partners's AVDE Position: Q1 2022 in Review

Abacus Wealth Partners sold out of Avantis International Equity ETF (AVDE) in Q1 2022, closing a stake of 30,422 shares — an estimated $1.93M sold.

Abacus Wealth Partners first reported a position in AVDE in Q2 2021 and held it in 3 quarters. The position peaked at $1.93M in Q4 2021. 134 funds tracked by Wall St. Rank hold AVDE as of Q1 2022.

  • Abacus Wealth Partners reported no remaining Avantis International Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Abacus Wealth Partners sold 30,422 Avantis International Equity ETF shares in Q1 2022, an estimated $1.93M.
  • Abacus Wealth Partners first reported a position in Avantis International Equity ETF in Q2 2021 and held it in 3 quarters.
  • Abacus Wealth Partners's Avantis International Equity ETF position peaked at $1.93M in Q4 2021.
  • 134 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2022.

Based on Abacus Wealth Partners's 13F filing for Q1 2022, filed 31 May 2023.