CIM
AAVM

Cambria Investment Management’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

Cambria Investment Management’s Portfolio AAVM Stock Details AAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-44,416
Closed -$998K – 329
2023
Q3 		$998K Sell
44,416
-402
-0.9% -$9.18K 0.08% 137
2023
Q2 		$1.02M Sell
44,818
-1,401
-3% -$31.5K 0.08% 133
2023
Q1 		$1.07M Sell
46,219
-40,029
-46% -$955K 0.09% 138
2022
Q4 		$2.1M Sell
86,248
-30,093
-26% -$770K 0.18% 125
2022
Q3 		$2.9M Buy
116,341
+37,164
+47% +$903K 0.31% 125
2022
Q2 		$1.89M Buy
79,177
+10,622
+15% +$267K 0.24% 126
2022
Q1 		$1.77M Buy
68,555
+1,896
+3% +$48.3K 0.23% 129
2021
Q4 		$1.79M Hold
66,659
– – 0.3% 129
2021
Q3 		$1.78M Sell
66,659
-1,038
-2% -$28.8K 0.33% 127
2021
Q2 		$1.86M Buy
67,697
+2,956
+5% +$81.3K 0.32% 130
2021
Q1 		$1.75M Hold
64,741
– – 0.35% 132
2020
Q4 		$1.69M Sell
64,741
-6,048
-9% -$149K 0.58% 31
2020
Q3 		$1.69M Buy
70,789
+2,271
+3% +$52.9K 0.63% 31
2020
Q2 		$1.53M Sell
68,518
-6,898
-9% -$149K 0.57% 34
2020
Q1 		$1.56M Sell
75,416
-3,300
-4% -$77.8K 0.58% 33
2019
Q4 		$1.96M Buy
78,716
+6,348
+9% +$155K 0.52% 35
2019
Q3 		$1.7M Buy
72,368
+1,338
+2% +$31.8K 0.26% 93
2019
Q2 		$1.7M Buy
71,030
+1,523
+2% +$37.1K 0.26% 95
2019
Q1 		$1.72M Buy
69,507
+6,163
+10% +$153K 0.27% 98
2018
Q4 		$1.54M Buy
63,344
+13,000
+26% +$337K 0.26% 101
2018
Q3 		$1.46M Buy
50,344
+2,477
+5% +$71.7K 0.21% 132
2018
Q2 		$1.38M Buy
47,867
+4,695
+11% +$138K 0.2% 133
2018
Q1 		$1.26M Buy
43,172
+5,634
+15% +$168K 0.18% 143
2017
Q4 		$1.09M Buy
+37,538
New +$1.06M 0.15% 159

Other funds holding AAVM

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VCM
Vivaldi Capital Management Chicago, Illinois $723M AUM 30.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Cambria Investment Management's AAVM Position: Q4 2023 in Review

Cambria Investment Management sold out of EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q4 2023, closing a stake of 44,416 shares — an estimated $998K sold.

Cambria Investment Management first reported a position in AAVM in Q4 2017 and held it in 24 quarters. The position peaked at $2.9M in Q3 2022. 8 funds tracked by Wall St. Rank hold AAVM as of Q4 2023.

  • Cambria Investment Management reported no remaining EA Series Trust Alpha Architect Global Factor Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Cambria Investment Management sold 44,416 EA Series Trust Alpha Architect Global Factor Equity ETF shares in Q4 2023, an estimated $998K.
  • Cambria Investment Management first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q4 2017 and held it in 24 quarters.
  • Cambria Investment Management's EA Series Trust Alpha Architect Global Factor Equity ETF position peaked at $2.9M in Q3 2022.
  • 8 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q4 2023.

Based on Cambria Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.