RHBC
AVUS icon

R.H. Bluestein & Co’s Avantis US Equity ETF AVUS Stock Holding History

R.H. Bluestein & Co’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 		$241K Sell
3,865
-1,325
-26% -$91K 0.02% 281
2022
Q2 		$338K Buy
+5,190
New +$368K 0.02% 220

Other funds holding AVUS

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
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

R.H. Bluestein & Co's AVUS Position: Q3 2022 in Review

R.H. Bluestein & Co reduced its Avantis US Equity ETF (AVUS) stake by 26% in Q3 2022, selling an estimated $91K and leaving 3,865 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #281.

R.H. Bluestein & Co first reported a position in AVUS in Q2 2022 and has held it in 2 quarters since. The position peaked at $338K in Q2 2022. 169 funds tracked by Wall St. Rank hold AVUS as of Q3 2022.

  • R.H. Bluestein & Co held 3,865 shares of Avantis US Equity ETF worth $241K as of Q3 2022.
  • R.H. Bluestein & Co sold 1,325 Avantis US Equity ETF shares in Q3 2022, an estimated $91K.
  • Avantis US Equity ETF made up 0.02% of R.H. Bluestein & Co's portfolio in Q3 2022, its #281 holding.
  • R.H. Bluestein & Co first reported a position in Avantis US Equity ETF in Q2 2022 and has held it in 2 quarters since.
  • R.H. Bluestein & Co's Avantis US Equity ETF position peaked at $338K in Q2 2022.
  • 169 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.