Avantax Advisory Services’s American Century Focused Large Cap Value ETF FLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-3,389
Closed -$212K 2153
2024
Q2
$212K Sell
3,389
-254
-7% -$16.2K ﹤0.01% 1916
2024
Q1
$237K Sell
3,643
-178
-5% -$11.1K ﹤0.01% 1443
2023
Q4
$234K Buy
3,821
+145
+4% +$8.43K ﹤0.01% 1379
2023
Q3
$209K Buy
+3,676
New +$218K ﹤0.01% 1406

Other funds holding FLV

Avantax Advisory Services's FLV Position: Q3 2024 in Review

Avantax Advisory Services sold out of American Century Focused Large Cap Value ETF (FLV) in Q3 2024, closing a stake of 3,389 shares — an estimated $212K sold.

Avantax Advisory Services first reported a position in FLV in Q3 2023 and held it in 4 quarters. The position peaked at $237K in Q1 2024. 28 funds tracked by Wall St. Rank hold FLV as of Q3 2024.

  • Avantax Advisory Services reported no remaining American Century Focused Large Cap Value ETF position as of Q3 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 3,389 American Century Focused Large Cap Value ETF shares in Q3 2024, an estimated $212K.
  • Avantax Advisory Services first reported a position in American Century Focused Large Cap Value ETF in Q3 2023 and held it in 4 quarters.
  • Avantax Advisory Services's American Century Focused Large Cap Value ETF position peaked at $237K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held American Century Focused Large Cap Value ETF as of Q3 2024.

Based on Avantax Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.