AFS
AVSU icon

Annapolis Financial Services’s Avantis Responsible US Equity ETF AVSU Stock Holding History

Annapolis Financial Services’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,419
Closed -$79.7K – 366
2023
Q4 		$79.7K Buy
1,419
+56
+4% +$2.89K 0.02% 165
2023
Q3 		$67.6K Hold
1,363
– – 0.02% 168
2023
Q2 		$70.4K Buy
1,363
+124
+10% +$6.07K 0.02% 163
2023
Q1 		$59.8K Buy
1,239
+731
+144% +$35.1K 0.02% 164
2022
Q4 		$23.2K Buy
+508
New +$23.4K 0.01% 230

Other funds holding AVSU

CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Annapolis Financial Services sold out of Avantis Responsible US Equity ETF (AVSU) in Q1 2024, closing a stake of 1,419 shares — an estimated $79.7K sold.

Annapolis Financial Services first reported a position in AVSU in Q4 2022 and held it in 5 quarters. The position peaked at $79.7K in Q4 2023. 47 funds tracked by Wall St. Rank hold AVSU as of Q1 2024.

  • Annapolis Financial Services reported no remaining Avantis Responsible US Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 1,419 Avantis Responsible US Equity ETF shares in Q1 2024, an estimated $79.7K.
  • Annapolis Financial Services first reported a position in Avantis Responsible US Equity ETF in Q4 2022 and held it in 5 quarters.
  • Annapolis Financial Services's Avantis Responsible US Equity ETF position peaked at $79.7K in Q4 2023.
  • 47 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q1 2024.

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