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Bey-Douglas LLC’s Avantis US Equity ETF AVUS Stock Holding History

Bey-Douglas LLC’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,534
Closed -$406K – 39
2024
Q1 		$406K Hold
4,534
– – 0.39% 26
2023
Q4 		$370K Buy
+4,534
New +$343K 0.38% 26

Other funds holding AVUS

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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bey-Douglas LLC's AVUS Position: Q2 2024 in Review

Bey-Douglas LLC sold out of Avantis US Equity ETF (AVUS) in Q2 2024, closing a stake of 4,534 shares — an estimated $406K sold.

Bey-Douglas LLC first reported a position in AVUS in Q4 2023 and held it in 2 quarters. The position peaked at $406K in Q1 2024. 365 funds tracked by Wall St. Rank hold AVUS as of Q2 2024.

  • Bey-Douglas LLC reported no remaining Avantis US Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Bey-Douglas LLC sold 4,534 Avantis US Equity ETF shares in Q2 2024, an estimated $406K.
  • Bey-Douglas LLC first reported a position in Avantis US Equity ETF in Q4 2023 and held it in 2 quarters.
  • Bey-Douglas LLC's Avantis US Equity ETF position peaked at $406K in Q1 2024.
  • 365 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q2 2024.

Based on Bey-Douglas LLC's 13F filing for Q2 2024, filed 19 Jul 2024.