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Abacus Wealth Partners’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Abacus Wealth Partners’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-18,196
Closed -$1.45M – 97
2021
Q4 		$1.45M Buy
18,196
+5,740
+46% +$457K 0.51% 24
2021
Q3 		$942K Buy
+12,456
New +$923K 0.35% 26

Other funds holding AVUV

MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

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

Abacus Wealth Partners sold out of Avantis US Small Cap Value ETF (AVUV) in Q1 2022, closing a stake of 18,196 shares — an estimated $1.45M sold.

Abacus Wealth Partners first reported a position in AVUV in Q3 2021 and held it in 2 quarters. The position peaked at $1.45M in Q4 2021. 225 funds tracked by Wall St. Rank hold AVUV as of Q1 2022.

  • Abacus Wealth Partners reported no remaining Avantis US Small Cap Value ETF position as of Q1 2022 after selling out during the quarter.
  • Abacus Wealth Partners sold 18,196 Avantis US Small Cap Value ETF shares in Q1 2022, an estimated $1.45M.
  • Abacus Wealth Partners first reported a position in Avantis US Small Cap Value ETF in Q3 2021 and held it in 2 quarters.
  • Abacus Wealth Partners's Avantis US Small Cap Value ETF position peaked at $1.45M in Q4 2021.
  • 225 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q1 2022.

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