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Annapolis Financial Services’s Avantis Responsible International Equity ETF AVSD Stock Holding History

Annapolis Financial Services’s Portfolio AVSD Stock Details AVSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-177
Closed -$9.54K – 364
2023
Q4 		$9.54K Buy
177
+49
+38% +$2.45K ﹤0.01% 356
2023
Q3 		$6.28K Hold
128
– – ﹤0.01% 379
2023
Q2 		$6.55K Buy
+128
New +$6.55K ﹤0.01% 373

Other funds holding AVSD

CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Annapolis Financial Services's AVSD Position: Q1 2024 in Review

Annapolis Financial Services sold out of Avantis Responsible International Equity ETF (AVSD) in Q1 2024, closing a stake of 177 shares — an estimated $9.54K sold.

Annapolis Financial Services first reported a position in AVSD in Q2 2023 and held it in 3 quarters. The position peaked at $9.54K in Q4 2023. 48 funds tracked by Wall St. Rank hold AVSD as of Q1 2024.

  • Annapolis Financial Services reported no remaining Avantis Responsible International Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 177 Avantis Responsible International Equity ETF shares in Q1 2024, an estimated $9.54K.
  • Annapolis Financial Services first reported a position in Avantis Responsible International Equity ETF in Q2 2023 and held it in 3 quarters.
  • Annapolis Financial Services's Avantis Responsible International Equity ETF position peaked at $9.54K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held Avantis Responsible International Equity ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.