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Personal Capital Advisors’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Personal Capital Advisors’s Portfolio AVEM Stock Details AVEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,793
Closed -$240K – 495
2021
Q4 		$240K Hold
3,793
– – ﹤0.01% 490
2021
Q3 		$245K Buy
+3,793
New +$252K ﹤0.01% 445

Other funds holding AVEM

WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Personal Capital Advisors's AVEM Position: Q1 2022 in Review

Personal Capital Advisors sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q1 2022, closing a stake of 3,793 shares — an estimated $240K sold.

Personal Capital Advisors first reported a position in AVEM in Q3 2021 and held it in 2 quarters. The position peaked at $245K in Q3 2021. 146 funds tracked by Wall St. Rank hold AVEM as of Q1 2022.

  • Personal Capital Advisors reported no remaining Avantis Emerging Markets Equity ETF position as of Q1 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 3,793 Avantis Emerging Markets Equity ETF shares in Q1 2022, an estimated $240K.
  • Personal Capital Advisors first reported a position in Avantis Emerging Markets Equity ETF in Q3 2021 and held it in 2 quarters.
  • Personal Capital Advisors's Avantis Emerging Markets Equity ETF position peaked at $245K in Q3 2021.
  • 146 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q1 2022.

Based on Personal Capital Advisors's 13F filing for Q1 2022, filed 16 May 2022.