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OneDigital Investment Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

OneDigital Investment Advisors’s Portfolio AVSF Stock Details AVSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,500
Closed -$205K – 824
2022
Q3 		$205K Hold
4,500
– – 0.01% 706
2022
Q2 		$211K Buy
+4,500
New +$211K 0.01% 647

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KAS
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PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $2B AUM 27.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

OneDigital Investment Advisors's AVSF Position: Q4 2022 in Review

OneDigital Investment Advisors sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q4 2022, closing a stake of 4,500 shares — an estimated $205K sold.

OneDigital Investment Advisors first reported a position in AVSF in Q2 2022 and held it in 2 quarters. The position peaked at $211K in Q2 2022. 37 funds tracked by Wall St. Rank hold AVSF as of Q4 2022.

  • OneDigital Investment Advisors reported no remaining Avantis Short-Term Fixed Income ETF position as of Q4 2022 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,500 Avantis Short-Term Fixed Income ETF shares in Q4 2022, an estimated $205K.
  • OneDigital Investment Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q2 2022 and held it in 2 quarters.
  • OneDigital Investment Advisors's Avantis Short-Term Fixed Income ETF position peaked at $211K in Q2 2022.
  • 37 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q4 2022.

Based on OneDigital Investment Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.