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Personal Capital Advisors’s Avantis US Equity ETF AVUS Stock Holding History

Personal Capital 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
2020
Q4 		– Sell
-4,059
Closed -$220K – 458
2020
Q3 		$220K Buy
+4,059
New +$217K ﹤0.01% 383

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SRC
Sage Rhino Capital Menlo Park, California $535M AUM 24.07% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
OCM
Oakwood Capital Management Los Angeles, California $388M AUM 39.47% 1-Year Est. Return
CL
CPWM LLC Seattle, Washington $1.06B AUM 14.49% 1-Year Est. Return

Personal Capital Advisors's AVUS Position: Q4 2020 in Review

Personal Capital Advisors sold out of Avantis US Equity ETF (AVUS) in Q4 2020, closing a stake of 4,059 shares — an estimated $220K sold.

Personal Capital Advisors first reported a position in AVUS in Q3 2020 and held it in 1 quarter. The position peaked at $220K in Q3 2020. 33 funds tracked by Wall St. Rank hold AVUS as of Q4 2020.

  • Personal Capital Advisors reported no remaining Avantis US Equity ETF position as of Q4 2020 after selling out during the quarter.
  • Personal Capital Advisors sold 4,059 Avantis US Equity ETF shares in Q4 2020, an estimated $220K.
  • Personal Capital Advisors first reported a position in Avantis US Equity ETF in Q3 2020 and held it in 1 quarter.
  • Personal Capital Advisors's Avantis US Equity ETF position peaked at $220K in Q3 2020.
  • 33 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q4 2020.

Based on Personal Capital Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.