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Robertson Stephens Wealth Management’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Robertson Stephens Wealth Management’s Portfolio AVLV Stock Details AVLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,073
Closed -$582K – 494
2023
Q4 		$582K Hold
10,073
– – 0.04% 287
2023
Q3 		$531K Buy
+10,073
New +$546K 0.04% 296

Other funds holding AVLV

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Robertson Stephens Wealth Management's AVLV Position: Q1 2024 in Review

Robertson Stephens Wealth Management sold out of Avantis US Large Cap Value ETF (AVLV) in Q1 2024, closing a stake of 10,073 shares — an estimated $582K sold.

Robertson Stephens Wealth Management first reported a position in AVLV in Q3 2023 and held it in 2 quarters. The position peaked at $582K in Q4 2023. 224 funds tracked by Wall St. Rank hold AVLV as of Q1 2024.

  • Robertson Stephens Wealth Management reported no remaining Avantis US Large Cap Value ETF position as of Q1 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 10,073 Avantis US Large Cap Value ETF shares in Q1 2024, an estimated $582K.
  • Robertson Stephens Wealth Management first reported a position in Avantis US Large Cap Value ETF in Q3 2023 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Avantis US Large Cap Value ETF position peaked at $582K in Q4 2023.
  • 224 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q1 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.