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Pathstone Family Office’s Alpha Architect US Quantitative Value ETF QVAL Stock Holding History

Pathstone Family Office’s Portfolio QVAL Stock Details QVAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$448K Buy
+12,071
New +$440K ﹤0.01% 1095

Other funds holding QVAL

SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
MA
Menlo Advisors Menlo Park, California $186M AUM 24.98% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.89B AUM 26.04% 1-Year Est. Return
KSWA
Kathleen S. Wright Associates Pittsburgh, Pennsylvania $270M AUM 12.59% 1-Year Est. Return
SFO
Stokes Family Office New Orleans, Louisiana $969M AUM 19.6% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Pathstone Family Office's QVAL Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Alpha Architect US Quantitative Value ETF (QVAL) in Q3 2023: 12,071 shares worth $448K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings.

44 funds tracked by Wall St. Rank hold QVAL as of Q3 2023.

  • Pathstone Family Office held 12,071 shares of Alpha Architect US Quantitative Value ETF worth $448K as of Q3 2023.
  • Alpha Architect US Quantitative Value ETF was a new Pathstone Family Office position in Q3 2023.
  • Alpha Architect US Quantitative Value ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1095 holding.
  • 44 funds tracked by Wall St. Rank held Alpha Architect US Quantitative Value ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.