CPA
AVES icon

Capital Performance Advisors’s Avantis Emerging Markets Value ETF AVES Stock Holding History

Capital Performance Advisors’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
2024
Q4 		– Sell
-721
Closed -$37.6K – 401
2024
Q3 		$37.6K Buy
+721
New +$35.4K 0.01% 429

Other funds holding AVES

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
CIG
CCM Investment Group Northfield, Minnesota $946M AUM
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
MWP
Meredith Wealth Planning Maryville, Illinois $369M AUM 23.26% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Capital Performance Advisors's AVES Position: Q4 2024 in Review

Capital Performance Advisors sold out of Avantis Emerging Markets Value ETF (AVES) in Q4 2024, closing a stake of 721 shares — an estimated $37.6K sold.

Capital Performance Advisors first reported a position in AVES in Q3 2024 and held it in 1 quarter. The position peaked at $37.6K in Q3 2024. 117 funds tracked by Wall St. Rank hold AVES as of Q4 2024.

  • Capital Performance Advisors reported no remaining Avantis Emerging Markets Value ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 721 Avantis Emerging Markets Value ETF shares in Q4 2024, an estimated $37.6K.
  • Capital Performance Advisors first reported a position in Avantis Emerging Markets Value ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Avantis Emerging Markets Value ETF position peaked at $37.6K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Avantis Emerging Markets Value ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.