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Paracle Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Paracle Advisors’s Portfolio AVUS Stock Details AVUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$2.08M Buy
30,000
+10,000
+50% +$669K 0.38% 38
2020
Q4 		$1.26M Hold
20,000
– – 0.24% 45
2020
Q3 		$1.08M Buy
+20,000
New +$1.07M 0.23% 42

Other funds holding AVUS

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Paracle Advisors's AVUS Position: Q1 2021 in Review

Paracle Advisors increased its Avantis US Equity ETF (AVUS) stake by 50% in Q1 2021, buying an estimated $669K and bringing the position to 30,000 shares worth $2.08M. The position accounts for 0.38% of the portfolio, ranked #38.

Paracle Advisors first reported a position in AVUS in Q3 2020 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold AVUS as of Q1 2021.

  • Paracle Advisors held 30,000 shares of Avantis US Equity ETF worth $2.08M as of Q1 2021.
  • Paracle Advisors bought 10,000 Avantis US Equity ETF shares in Q1 2021, an estimated $669K.
  • Avantis US Equity ETF made up 0.38% of Paracle Advisors's portfolio in Q1 2021, its #38 holding.
  • Paracle Advisors first reported a position in Avantis US Equity ETF in Q3 2020 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q1 2021.

Based on Paracle Advisors's 13F filing for Q1 2021, filed 13 May 2021.