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Rockbridge Investment Management’s Avantis US Equity ETF AVUS Stock Holding History

Rockbridge Investment Management’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 		– Sell
-283
Closed -$18.4K – 142
2022
Q2 		$18.4K Hold
283
– – ﹤0.01% 312
2022
Q1 		$21.9K Hold
283
– – ﹤0.01% 406
2021
Q4 		$23K Buy
+283
New +$22.2K ﹤0.01% 462

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 $319M AUM 14.95% 1-Year Est. Return

Rockbridge Investment Management's AVUS Position: Q3 2022 in Review

Rockbridge Investment Management sold out of Avantis US Equity ETF (AVUS) in Q3 2022, closing a stake of 283 shares — an estimated $18.4K sold.

Rockbridge Investment Management first reported a position in AVUS in Q4 2021 and held it in 3 quarters. The position peaked at $23K in Q4 2021. 168 funds tracked by Wall St. Rank hold AVUS as of Q3 2022.

  • Rockbridge Investment Management reported no remaining Avantis US Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 283 Avantis US Equity ETF shares in Q3 2022, an estimated $18.4K.
  • Rockbridge Investment Management first reported a position in Avantis US Equity ETF in Q4 2021 and held it in 3 quarters.
  • Rockbridge Investment Management's Avantis US Equity ETF position peaked at $23K in Q4 2021.
  • 168 funds tracked by Wall St. Rank held Avantis US Equity ETF as of Q3 2022.

Based on Rockbridge Investment Management's 13F filing for Q3 2022, filed 28 May 2024.