KWM
AVSC icon

Kolinsky Wealth Management’s Avantis US Small Cap Equity ETF AVSC Stock Holding History

Kolinsky Wealth Management’s Portfolio AVSC Stock Details AVSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-14,922
Closed -$1.19M – 128
2022
Q1 		$1.19M Buy
+14,922
New +$706K 1.17% 10

Other funds holding AVSC

WCA
Waypoint Capital Advisors Minneapolis, Minnesota $470M AUM 32.8% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
MRWM
ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.83B AUM 22.9% 1-Year Est. Return
CPA
Cardiff Park Advisors Carlsbad, California $1.29B AUM 23.67% 1-Year Est. Return

Kolinsky Wealth Management's AVSC Position: Q2 2022 in Review

Kolinsky Wealth Management sold out of Avantis US Small Cap Equity ETF (AVSC) in Q2 2022, closing a stake of 14,922 shares — an estimated $1.19M sold.

Kolinsky Wealth Management first reported a position in AVSC in Q1 2022 and held it in 1 quarter. The position peaked at $1.19M in Q1 2022. 16 funds tracked by Wall St. Rank hold AVSC as of Q2 2022.

  • Kolinsky Wealth Management reported no remaining Avantis US Small Cap Equity ETF position as of Q2 2022 after selling out during the quarter.
  • Kolinsky Wealth Management sold 14,922 Avantis US Small Cap Equity ETF shares in Q2 2022, an estimated $1.19M.
  • Kolinsky Wealth Management first reported a position in Avantis US Small Cap Equity ETF in Q1 2022 and held it in 1 quarter.
  • Kolinsky Wealth Management's Avantis US Small Cap Equity ETF position peaked at $1.19M in Q1 2022.
  • 16 funds tracked by Wall St. Rank held Avantis US Small Cap Equity ETF as of Q2 2022.

Based on Kolinsky Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.