Bessemer Group
AVES icon

Bessemer Group’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Bessemer Group’s Portfolio AVES Stock Details AVES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-361
Closed -$17K – 2441
2024
Q4 		$17K Hold
361
– – ﹤0.01% 1566
2024
Q3 		$19K Hold
361
– – ﹤0.01% 1504
2024
Q2 		$18K Hold
361
– – ﹤0.01% 1400
2024
Q1 		$17K Buy
+361
New +$16.6K ﹤0.01% 1456

Other funds holding AVES

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CIG
CCM Investment Group Northfield, Minnesota $946M AUM
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $424M AUM 27.01% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $336M AUM 26.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Bessemer Group's AVES Position: Q1 2025 in Review

Bessemer Group sold out of Avantis Emerging Markets Value ETF (AVES) in Q1 2025, closing a stake of 361 shares — an estimated $17K sold.

Bessemer Group first reported a position in AVES in Q1 2024 and held it in 4 quarters. The position peaked at $19K in Q3 2024. 121 funds tracked by Wall St. Rank hold AVES as of Q1 2025.

  • Bessemer Group reported no remaining Avantis Emerging Markets Value ETF position as of Q1 2025 after selling out during the quarter.
  • Bessemer Group sold 361 Avantis Emerging Markets Value ETF shares in Q1 2025, an estimated $17K.
  • Bessemer Group first reported a position in Avantis Emerging Markets Value ETF in Q1 2024 and held it in 4 quarters.
  • Bessemer Group's Avantis Emerging Markets Value ETF position peaked at $19K in Q3 2024.
  • 121 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q1 2025.

Based on Bessemer Group's 13F filing for Q1 2025, filed 23 Apr 2025.