Bank of Nova Scotia
AVSC icon

Bank of Nova Scotia’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Bank of Nova Scotia’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-30,912
Closed -$1.34M – 1133
2022
Q4 		$1.34M Buy
+30,912
New +$1.35M ﹤0.01% 747

Other funds holding AVSC

EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
WCA
Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Bank of Nova Scotia's AVSC Position: Q1 2023 in Review

Bank of Nova Scotia sold out of Avantis US Small Cap Equity ETF (AVSC) in Q1 2023, closing a stake of 30,912 shares — an estimated $1.34M sold.

Bank of Nova Scotia first reported a position in AVSC in Q4 2022 and held it in 1 quarter. The position peaked at $1.34M in Q4 2022. 40 funds tracked by Wall St. Rank hold AVSC as of Q1 2023.

  • Bank of Nova Scotia reported no remaining Avantis US Small Cap Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Bank of Nova Scotia sold 30,912 Avantis US Small Cap Equity ETF shares in Q1 2023, an estimated $1.34M.
  • Bank of Nova Scotia first reported a position in Avantis US Small Cap Equity ETF in Q4 2022 and held it in 1 quarter.
  • Bank of Nova Scotia's Avantis US Small Cap Equity ETF position peaked at $1.34M in Q4 2022.
  • 40 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q1 2023.

Based on Bank of Nova Scotia's 13F filing for Q1 2023, filed 11 May 2023.