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Mutual Advisors’s Avantis International Equity ETF AVDE Stock Holding History

Mutual Advisors’s Portfolio AVDE Stock Details AVDE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,183
Closed -$202K – 864
2021
Q4 		$202K Buy
+3,183
New +$202K 0.01% 851
2021
Q3 		– Sell
-3,183
Closed -$201K – 868
2021
Q2 		$201K Buy
+3,183
New +$202K 0.01% 793
2021
Q1 		– Sell
-5,498
Closed -$314K – 774
2020
Q4 		$314K Buy
+5,498
New +$292K 0.02% 593

Other funds holding AVDE

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return

Mutual Advisors's AVDE Position: Q1 2022 in Review

Mutual Advisors sold out of Avantis International Equity ETF (AVDE) in Q1 2022, closing a stake of 3,183 shares — an estimated $202K sold.

Mutual Advisors first reported a position in AVDE in Q4 2020 and held it in 3 quarters. The position peaked at $314K in Q4 2020. 134 funds tracked by Wall St. Rank hold AVDE as of Q1 2022.

  • Mutual Advisors reported no remaining Avantis International Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Mutual Advisors sold 3,183 Avantis International Equity ETF shares in Q1 2022, an estimated $202K.
  • Mutual Advisors first reported a position in Avantis International Equity ETF in Q4 2020 and held it in 3 quarters.
  • Mutual Advisors's Avantis International Equity ETF position peaked at $314K in Q4 2020.
  • 134 funds tracked by Wall St. Rank held Avantis International Equity ETF as of Q1 2022.

Based on Mutual Advisors's 13F filing for Q1 2022, filed 9 May 2022.