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Shone Asset Management’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Shone Asset Management’s Portfolio AVEM Stock Details AVEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$2.74M Buy
44,061
+2,613
+6% +$148K 2.13% 15
2020
Q3 		$2.2M Buy
41,448
+3,156
+8% +$163K 1.97% 15
2020
Q2 		$1.94M Buy
38,292
+5,598
+17% +$248K 1.92% 15
2020
Q1 		$1.41M Buy
+32,694
New +$1.62M 1.67% 17

Other funds holding AVEM

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
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $1.94B AUM 21.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
WWP
Waypoint Wealth Partners Mill Valley, California $411M AUM 14.09% 1-Year Est. Return
WFA
Websterrogers Financial Advisors Florence, South Carolina $390M AUM 16.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SWM
Soundmark Wealth Management Kirkland, Washington $225M AUM 17.51% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Shone Asset Management's AVEM Position: Q4 2020 in Review

Shone Asset Management increased its Avantis Emerging Markets Equity ETF (AVEM) stake by 6.3% in Q4 2020, buying an estimated $148K and bringing the position to 44,061 shares worth $2.74M. The position accounts for 2.13% of the portfolio, ranked #15.

Shone Asset Management first reported a position in AVEM in Q1 2020 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold AVEM as of Q4 2020.

  • Shone Asset Management held 44,061 shares of Avantis Emerging Markets Equity ETF worth $2.74M as of Q4 2020.
  • Shone Asset Management bought 2,613 Avantis Emerging Markets Equity ETF shares in Q4 2020, an estimated $148K.
  • Avantis Emerging Markets Equity ETF made up 2.13% of Shone Asset Management's portfolio in Q4 2020, its #15 holding.
  • Shone Asset Management first reported a position in Avantis Emerging Markets Equity ETF in Q1 2020 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2020.

Based on Shone Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.