Simplex Trading
AVEM icon

Simplex Trading’s Avantis Emerging Markets Equity ETF AVEM Stock Holding History

Simplex Trading’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
2023
Q4 		– Sell
-111
Closed -$5K – 8742
2023
Q3 		$5K Buy
+111
New +$6.03K ﹤0.01% 7608

Other funds holding AVEM

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Simplex Trading's AVEM Position: Q4 2023 in Review

Simplex Trading sold out of Avantis Emerging Markets Equity ETF (AVEM) in Q4 2023, closing a stake of 111 shares — an estimated $5K sold.

Simplex Trading first reported a position in AVEM in Q3 2023 and held it in 1 quarter. The position peaked at $5K in Q3 2023. 361 funds tracked by Wall St. Rank hold AVEM as of Q4 2023.

  • Simplex Trading reported no remaining Avantis Emerging Markets Equity ETF position as of Q4 2023 after selling out during the quarter.
  • Simplex Trading sold 111 Avantis Emerging Markets Equity ETF shares in Q4 2023, an estimated $5K.
  • Simplex Trading first reported a position in Avantis Emerging Markets Equity ETF in Q3 2023 and held it in 1 quarter.
  • Simplex Trading's Avantis Emerging Markets Equity ETF position peaked at $5K in Q3 2023.
  • 361 funds tracked by Wall St. Rank held Avantis Emerging Markets Equity ETF as of Q4 2023.

Based on Simplex Trading's 13F filing for Q4 2023, filed 2 Feb 2024.