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Patriot Financial Group Insurance Agency’s Avantis US Equity ETF AVUS Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-189
Closed -$12K – 519
2022
Q2 		$12K Sell
189
-406
-68% -$28.8K ﹤0.01% 1170
2022
Q1 		$46K Buy
595
+17
+3% +$1.29K 0.01% 805
2021
Q4 		$46K Buy
578
+189
+49% +$14.8K 0.01% 895
2021
Q3 		$29K Buy
+389
New +$29.3K 0.01% 1057

Other funds holding AVUS

WFA
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

Patriot Financial Group Insurance Agency's AVUS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Avantis US Equity ETF (AVUS) in Q3 2022, closing a stake of 189 shares — an estimated $12K sold.

Patriot Financial Group Insurance Agency first reported a position in AVUS in Q3 2021 and held it in 4 quarters. The position peaked at $46K in Q1 2022. 169 funds tracked by Wall St. Rank hold AVUS as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Avantis US Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 189 Avantis US Equity ETF shares in Q3 2022, an estimated $12K.
  • Patriot Financial Group Insurance Agency first reported a position in Avantis US Equity ETF in Q3 2021 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Avantis US Equity ETF position peaked at $46K in Q1 2022.
  • 169 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.