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Sandy Spring Bank’s Avantis US Large Cap Value ETF AVLV Stock Holding History

Sandy Spring Bank’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
2023
Q3 		– Sell
-117
Closed -$6.24K – 1188
2023
Q2 		$6.24K Buy
+117
New +$5.97K ﹤0.01% 921

Other funds holding AVLV

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.68B AUM 20.28% 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
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Sandy Spring Bank's AVLV Position: Q3 2023 in Review

Sandy Spring Bank sold out of Avantis US Large Cap Value ETF (AVLV) in Q3 2023, closing a stake of 117 shares — an estimated $6.24K sold.

Sandy Spring Bank first reported a position in AVLV in Q2 2023 and held it in 1 quarter. The position peaked at $6.24K in Q2 2023. 142 funds tracked by Wall St. Rank hold AVLV as of Q3 2023.

  • Sandy Spring Bank reported no remaining Avantis US Large Cap Value ETF position as of Q3 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 117 Avantis US Large Cap Value ETF shares in Q3 2023, an estimated $6.24K.
  • Sandy Spring Bank first reported a position in Avantis US Large Cap Value ETF in Q2 2023 and held it in 1 quarter.
  • Sandy Spring Bank's Avantis US Large Cap Value ETF position peaked at $6.24K in Q2 2023.
  • 142 funds tracked by Wall St. Rank held Avantis US Large Cap Value ETF as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.