CPA
AVIV icon

Capital Performance Advisors’s Avantis International Large Cap Value ETF AVIV Stock Holding History

Capital Performance Advisors’s Portfolio AVIV Stock Details AVIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,750
Closed -$98.2K – 403
2024
Q3 		$98.2K Buy
+1,750
New +$94.2K 0.03% 202

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $202M AUM 16.52% 1-Year Est. Return
GSIS
Global Strategic Investment Solutions Scottsdale, Arizona $1.03B AUM 16.75% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Capital Performance Advisors sold out of Avantis International Large Cap Value ETF (AVIV) in Q4 2024, closing a stake of 1,750 shares — an estimated $98.2K sold.

Capital Performance Advisors first reported a position in AVIV in Q3 2024 and held it in 1 quarter. The position peaked at $98.2K in Q3 2024. 117 funds tracked by Wall St. Rank hold AVIV as of Q4 2024.

  • Capital Performance Advisors reported no remaining Avantis International Large Cap Value ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 1,750 Avantis International Large Cap Value ETF shares in Q4 2024, an estimated $98.2K.
  • Capital Performance Advisors first reported a position in Avantis International Large Cap Value ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Avantis International Large Cap Value ETF position peaked at $98.2K in Q3 2024.
  • 117 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q4 2024.

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