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Personal Capital Advisors’s Avantis US Small Cap Value ETF AVUV Stock Holding History

Personal Capital Advisors’s Portfolio AVUV Stock Details AVUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,459
Closed -$356K – 447
2022
Q1 		$356K Sell
4,459
-106
-2% -$8.4K ﹤0.01% 355
2021
Q4 		$364K Hold
4,565
– – ﹤0.01% 398
2021
Q3 		$345K Buy
+4,565
New +$338K ﹤0.01% 375

Other funds holding AVUV

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
MIAS
Mason Investment Advisory Services Reston, Virginia $2.17B AUM 28.39% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
WFA
Wipfli Financial Advisors Milwaukee, Wisconsin $1.42B AUM 20.63% 1-Year Est. Return
UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Personal Capital Advisors's AVUV Position: Q2 2022 in Review

Personal Capital Advisors sold out of Avantis US Small Cap Value ETF (AVUV) in Q2 2022, closing a stake of 4,459 shares — an estimated $356K sold.

Personal Capital Advisors first reported a position in AVUV in Q3 2021 and held it in 3 quarters. The position peaked at $364K in Q4 2021. 263 funds tracked by Wall St. Rank hold AVUV as of Q2 2022.

  • Personal Capital Advisors reported no remaining Avantis US Small Cap Value ETF position as of Q2 2022 after selling out during the quarter.
  • Personal Capital Advisors sold 4,459 Avantis US Small Cap Value ETF shares in Q2 2022, an estimated $356K.
  • Personal Capital Advisors first reported a position in Avantis US Small Cap Value ETF in Q3 2021 and held it in 3 quarters.
  • Personal Capital Advisors's Avantis US Small Cap Value ETF position peaked at $364K in Q4 2021.
  • 263 funds tracked by Wall St. Rank held Avantis US Small Cap Value ETF as of Q2 2022.

Based on Personal Capital Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.