GSWM
AVUS icon

Golden State Wealth Management’s Avantis US Equity ETF AVUS Stock Holding History

Golden State Wealth Management’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-66,228
Closed -$3.31M – 429
2020
Q2 		$3.31M Buy
+66,228
New +$3.1M 0.85% 23

Other funds holding AVUS

American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $617M AUM 28.74% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $583M AUM 25.31% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Golden State Wealth Management's AVUS Position: Q3 2020 in Review

Golden State Wealth Management sold out of Avantis US Equity ETF (AVUS) in Q3 2020, closing a stake of 66,228 shares — an estimated $3.31M sold.

Golden State Wealth Management first reported a position in AVUS in Q2 2020 and held it in 1 quarter. The position peaked at $3.31M in Q2 2020. 24 funds tracked by Wall St. Rank hold AVUS as of Q3 2020.

  • Golden State Wealth Management reported no remaining Avantis US Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Golden State Wealth Management sold 66,228 Avantis US Equity ETF shares in Q3 2020, an estimated $3.31M.
  • Golden State Wealth Management first reported a position in Avantis US Equity ETF in Q2 2020 and held it in 1 quarter.
  • Golden State Wealth Management's Avantis US Equity ETF position peaked at $3.31M in Q2 2020.
  • 24 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2020.

Based on Golden State Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.