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AlphaStar Capital Management’s Alpha Architect International Quantitative Value ETF IVAL Stock Holding History

AlphaStar Capital Management’s Portfolio IVAL Stock Details IVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,509
Closed -$319K – 279
2023
Q3 		$319K Buy
+13,509
New +$330K 0.04% 211

Other funds holding IVAL

RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ODA
One Degree Advisors San Diego, California $381M AUM 16.48% 1-Year Est. Return

AlphaStar Capital Management's IVAL Position: Q4 2023 in Review

AlphaStar Capital Management sold out of Alpha Architect International Quantitative Value ETF (IVAL) in Q4 2023, closing a stake of 13,509 shares — an estimated $319K sold.

AlphaStar Capital Management first reported a position in IVAL in Q3 2023 and held it in 1 quarter. The position peaked at $319K in Q3 2023. 35 funds tracked by Wall St. Rank hold IVAL as of Q4 2023.

  • AlphaStar Capital Management reported no remaining Alpha Architect International Quantitative Value ETF position as of Q4 2023 after selling out during the quarter.
  • AlphaStar Capital Management sold 13,509 Alpha Architect International Quantitative Value ETF shares in Q4 2023, an estimated $319K.
  • AlphaStar Capital Management first reported a position in Alpha Architect International Quantitative Value ETF in Q3 2023 and held it in 1 quarter.
  • AlphaStar Capital Management's Alpha Architect International Quantitative Value ETF position peaked at $319K in Q3 2023.
  • 35 funds tracked by Wall St. Rank held Alpha Architect International Quantitative Value ETF as of Q4 2023.

Based on AlphaStar Capital Management's 13F filing for Q4 2023, filed 7 Feb 2024.