CPWM
AVUV icon

Cardinal Point Wealth Management’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Cardinal Point Wealth Management’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$439K Sell
5,800
-1,100
-16% -$81.5K 0.21% 26
2021
Q2 		$525K Sell
6,900
-3,425
-33% -$259K 0.24% 26
2021
Q1 		$745K Buy
10,325
+925
+10% +$62K 0.38% 22
2020
Q4 		$534K Buy
+9,400
New +$481K 0.27% 22

Other funds holding AVUV

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

Cardinal Point Wealth Management's AVUV Position: Q3 2021 in Review

Cardinal Point Wealth Management reduced its Avantis US Small Cap Value ETF (AVUV) stake by 16% in Q3 2021, selling an estimated $81.5K and leaving 5,800 shares worth $439K. The position accounts for 0.21% of the portfolio, ranked #26.

Cardinal Point Wealth Management first reported a position in AVUV in Q4 2020 and has held it in 4 quarters since. The position peaked at $745K in Q1 2021. 134 funds tracked by Wall St. Rank hold AVUV as of Q3 2021.

  • Cardinal Point Wealth Management held 5,800 shares of Avantis US Small Cap Value ETF worth $439K as of Q3 2021.
  • Cardinal Point Wealth Management sold 1,100 Avantis US Small Cap Value ETF shares in Q3 2021, an estimated $81.5K.
  • Avantis US Small Cap Value ETF made up 0.21% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #26 holding.
  • Cardinal Point Wealth Management first reported a position in Avantis US Small Cap Value ETF in Q4 2020 and has held it in 4 quarters since.
  • Cardinal Point Wealth Management's Avantis US Small Cap Value ETF position peaked at $745K in Q1 2021.
  • 134 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.