PAG
AAVM

Private Advisor Group’s EA Series Trust Alpha Architect Global Factor Equity ETF AAVM Stock Holding History

Private Advisor Group’s Portfolio AAVM Stock Details AAVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-891
Closed -$20K – 3508
2020
Q2 		$20K Buy
+891
New +$19.2K ﹤0.01% 2594
2019
Q4 		– Sell
-17,848
Closed -$431K – 1751
2019
Q3 		$431K Buy
+17,848
New +$424K 0.01% 1135

Other funds holding AAVM

EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
SCM
Sterneck Capital Management Kansas City, Missouri $223M AUM 17.15% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
KCM
Kathmere Capital Management Wayne, Pennsylvania $1.62B AUM 17.7% 1-Year Est. Return

Private Advisor Group's AAVM Position: Q3 2020 in Review

Private Advisor Group sold out of EA Series Trust Alpha Architect Global Factor Equity ETF (AAVM) in Q3 2020, closing a stake of 891 shares — an estimated $20K sold.

Private Advisor Group first reported a position in AAVM in Q3 2019 and held it in 2 quarters. The position peaked at $431K in Q3 2019. 11 funds tracked by Wall St. Rank hold AAVM as of Q3 2020.

  • Private Advisor Group reported no remaining EA Series Trust Alpha Architect Global Factor Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 891 EA Series Trust Alpha Architect Global Factor Equity ETF shares in Q3 2020, an estimated $20K.
  • Private Advisor Group first reported a position in EA Series Trust Alpha Architect Global Factor Equity ETF in Q3 2019 and held it in 2 quarters.
  • Private Advisor Group's EA Series Trust Alpha Architect Global Factor Equity ETF position peaked at $431K in Q3 2019.
  • 11 funds tracked by Wall St. Rank held EA Series Trust Alpha Architect Global Factor Equity ETF as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.