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HB Wealth Management’s Avantis International Large Cap Value ETF AVIV Stock Holding History

HB Wealth Management’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
2023
Q4 		– Sell
-7,450
Closed -$359K – 793
2023
Q3 		$359K Hold
7,450
– – 0.01% 522
2023
Q2 		$362K Hold
7,450
– – 0.01% 497
2023
Q1 		$359K Buy
+7,450
New +$357K 0.01% 494

Other funds holding AVIV

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
AFGAS
Allegiance Financial Group Advisory Services Vienna, Virginia $503M AUM 22.39% 1-Year Est. Return
FFG
Foundry Financial Group Laconia, New Hampshire $202M AUM 16.52% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
BAM
Bayshore Asset Management Coral Gables, Florida $251M AUM 22.21% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return

HB Wealth Management's AVIV Position: Q4 2023 in Review

HB Wealth Management sold out of Avantis International Large Cap Value ETF (AVIV) in Q4 2023, closing a stake of 7,450 shares — an estimated $359K sold.

HB Wealth Management first reported a position in AVIV in Q1 2023 and held it in 3 quarters. The position peaked at $362K in Q2 2023. 86 funds tracked by Wall St. Rank hold AVIV as of Q4 2023.

  • HB Wealth Management reported no remaining Avantis International Large Cap Value ETF position as of Q4 2023 after selling out during the quarter.
  • HB Wealth Management sold 7,450 Avantis International Large Cap Value ETF shares in Q4 2023, an estimated $359K.
  • HB Wealth Management first reported a position in Avantis International Large Cap Value ETF in Q1 2023 and held it in 3 quarters.
  • HB Wealth Management's Avantis International Large Cap Value ETF position peaked at $362K in Q2 2023.
  • 86 funds tracked by Wall St. Rank held Avantis International Large Cap Value ETF as of Q4 2023.

Based on HB Wealth Management's 13F filing for Q4 2023, filed 16 Jan 2024.