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NWAM LLC’s Avantis Responsible US Equity ETF AVSU Stock Holding History

NWAM LLC’s Portfolio AVSU Stock Details AVSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,829
Closed -$460K – 514
2022
Q3 		$460K Buy
10,829
+1,265
+13% +$59.4K 0.04% 307
2022
Q2 		$425K Buy
+9,564
New +$461K 0.04% 336

Other funds holding AVSU

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
NCM
Northland Capital Management Virginia, Minnesota $183M AUM 14.55% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $994M AUM 14.8% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
WCWM
Willow Creek Wealth Management Sebastopol, California $1.21B AUM 7.45% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return

NWAM LLC's AVSU Position: Q4 2022 in Review

NWAM LLC sold out of Avantis Responsible US Equity ETF (AVSU) in Q4 2022, closing a stake of 10,829 shares — an estimated $460K sold.

NWAM LLC first reported a position in AVSU in Q2 2022 and held it in 2 quarters. The position peaked at $460K in Q3 2022. 28 funds tracked by Wall St. Rank hold AVSU as of Q4 2022.

  • NWAM LLC reported no remaining Avantis Responsible US Equity ETF position as of Q4 2022 after selling out during the quarter.
  • NWAM LLC sold 10,829 Avantis Responsible US Equity ETF shares in Q4 2022, an estimated $460K.
  • NWAM LLC first reported a position in Avantis Responsible US Equity ETF in Q2 2022 and held it in 2 quarters.
  • NWAM LLC's Avantis Responsible US Equity ETF position peaked at $460K in Q3 2022.
  • 28 funds tracked by Wall St. Rank held Avantis Responsible US Equity ETF as of Q4 2022.

Based on NWAM LLC's 13F filing for Q4 2022, filed 8 Feb 2023.