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Abacus Wealth Partners’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Abacus Wealth Partners’s Portfolio AVIG Stock Details AVIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-83,931
Closed -$4.09M – 95
2021
Q4 		$4.09M Buy
+83,931
New +$4.1M 1.45% 10

Other funds holding AVIG

HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return

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

Abacus Wealth Partners sold out of Avantis Core Fixed Income ETF (AVIG) in Q1 2022, closing a stake of 83,931 shares — an estimated $4.09M sold.

Abacus Wealth Partners first reported a position in AVIG in Q4 2021 and held it in 1 quarter. The position peaked at $4.09M in Q4 2021. 35 funds tracked by Wall St. Rank hold AVIG as of Q1 2022.

  • Abacus Wealth Partners reported no remaining Avantis Core Fixed Income ETF position as of Q1 2022 after selling out during the quarter.
  • Abacus Wealth Partners sold 83,931 Avantis Core Fixed Income ETF shares in Q1 2022, an estimated $4.09M.
  • Abacus Wealth Partners first reported a position in Avantis Core Fixed Income ETF in Q4 2021 and held it in 1 quarter.
  • Abacus Wealth Partners's Avantis Core Fixed Income ETF position peaked at $4.09M in Q4 2021.
  • 35 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2022.

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