FAIM
AAVM

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

Financial Advocates 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
2022
Q4 		– Sell
-1,619
Closed -$381K – 888
2022
Q3 		$381K Buy
+1,619
New +$39.3K 0.03% 485
2021
Q2 		– Sell
-7,995
Closed -$217K – 849
2021
Q1 		$217K Buy
7,995
+861
+12% +$23.6K 0.02% 694
2020
Q4 		$219K Sell
7,134
-28,096
-80% -$690K 0.02% 656
2020
Q3 		$843K Sell
35,230
-10,622
-23% -$248K 0.07% 278
2020
Q2 		$1.02M Sell
45,852
-2,894
-6% -$62.4K 0.1% 241
2020
Q1 		$1.01M Sell
48,746
-76,028
-61% -$1.79M 0.14% 177
2019
Q4 		$3.11M Sell
124,774
-15,288
-11% -$373K 0.33% 79
2019
Q3 		$3.29M Sell
140,062
-31,048
-18% -$737K 0.38% 67
2019
Q2 		$4.08M Sell
171,110
-82,102
-32% -$2M 0.47% 50
2019
Q1 		$6.27M Sell
253,212
-10,311
-4% -$256K 0.78% 21
2018
Q4 		$6.39M Sell
263,523
-58,440
-18% -$1.51M 0.87% 19
2018
Q3 		$9.33M Buy
321,963
+59,572
+23% +$1.72M 1.04% 16
2018
Q2 		$7.5M Buy
262,391
+45,737
+21% +$1.34M 0.91% 20
2018
Q1 		$6.33M Buy
216,654
+41,527
+24% +$1.24M 0.82% 28
2017
Q4 		$5.08M Buy
+175,127
New +$4.93M 0.69% 31

Other funds holding AAVM

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $233M AUM 21.98% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

Financial Advocates Investment Management's AAVM Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q4 2022, closing a stake of 1,619 shares — an estimated $381K sold.

Financial Advocates Investment Management first reported a position in AAVM in Q4 2017 and held it in 15 quarters. The position peaked at $9.33M in Q3 2018. 7 funds tracked by Wall St. Rank hold AAVM as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining EA Series Trust Alpha Architect Global Factor Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 1,619 EA Series Trust Alpha Architect Global Factor Equity ETF shares in Q4 2022, an estimated $381K.
  • Financial Advocates Investment Management first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q4 2017 and held it in 15 quarters.
  • Financial Advocates Investment Management's EA Series Trust Alpha Architect Global Factor Equity ETF position peaked at $9.33M in Q3 2018.
  • 7 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.